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Nvest Wealth Strategies’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Nvest Wealth Strategies’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.11M Buy
28,731
+1,204
+4% +$246K 3.82% 9
2026
Q1 		$5.28M Buy
27,527
+3,594
+15% +$712K 3.7% 10
2025
Q4 		$4.58M Buy
+23,933
New +$4.54M 3.36% 12

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nvest Wealth Strategies's RSP Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.4% in Q2 2026, buying an estimated $246K and bringing the position to 28,731 shares worth $6.11M. The position accounts for 3.82% of the portfolio, ranked #9.

Nvest Wealth Strategies first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. 1,560 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Nvest Wealth Strategies held 28,731 shares of Invesco S&P 500 Equal Weight ETF worth $6.11M as of Q2 2026.
  • Nvest Wealth Strategies bought 1,204 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $246K.
  • Invesco S&P 500 Equal Weight ETF made up 3.82% of Nvest Wealth Strategies's portfolio in Q2 2026, its #9 holding.
  • Nvest Wealth Strategies first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,560 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.