Obermeyer Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Obermeyer Wealth Partners’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	$1.63M	Sell	7,659 -52	-0.7%	-$10.6K	0.07%	92
2026 Q1	$1.48M	Buy	7,711 +128	+2%	+$25.4K	0.07%	91
2025 Q4	$1.45M	Buy	7,583 +1,440	+23%	+$273K	0.07%	88
2025 Q3	$1.17M	Buy	6,143 +24	+0.4%	+$4.47K	0.05%	98
2025 Q2	$1.11M	Buy	6,119 +505	+9%	+$87.2K	0.06%	99
2025 Q1	$973K	Buy	5,614 +22	+0.4%	+$3.91K	0.05%	102
2024 Q4	$980K	Buy	5,592 +48	+0.9%	+$8.68K	0.05%	101
2024 Q3	$993K	Buy	+5,544	New	+$947K	0.05%	105
2013 Q3	–	Sell	-247	Closed	-$15K	–	230
2013 Q2	$15K	Buy	+247	New	+$15.1K	﹤0.01%	228

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Obermeyer Wealth Partners's RSP Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.67% in Q2 2026, selling an estimated $10.6K and leaving 7,659 shares worth $1.63M. The position accounts for 0.07% of the portfolio, ranked #92.

Obermeyer Wealth Partners first reported a position in RSP in Q2 2013 and has held it in 9 quarters since. 2,319 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Obermeyer Wealth Partners held 7,659 shares of Invesco S&P 500 Equal Weight ETF worth $1.63M as of Q2 2026.
Obermeyer Wealth Partners sold 52 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $10.6K.
Invesco S&P 500 Equal Weight ETF made up 0.07% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #92 holding.
Obermeyer Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 9 quarters since.
2,319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.