Obermeyer Wealth Partners
RSP icon

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
Q3 		$1.57M Sell
7,535
-124
-2% -$26.8K 0.06% 94
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Obermeyer Wealth Partners's RSP Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.6% in Q3 2026, selling an estimated $26.8K and leaving 7,535 shares worth $1.57M. The position accounts for 0.06% of the portfolio, ranked #94.

Obermeyer Wealth Partners first reported a position in RSP in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.63M in Q2 2026. 1,568 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Obermeyer Wealth Partners held 7,535 shares of Invesco S&P 500 Equal Weight ETF worth $1.57M as of Q3 2026.
  • Obermeyer Wealth Partners sold 124 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $26.8K.
  • Invesco S&P 500 Equal Weight ETF made up 0.06% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #94 holding.
  • Obermeyer Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 10 quarters since.
  • Obermeyer Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $1.63M in Q2 2026.
  • 1,568 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.