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 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 $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Obermeyer Wealth Partners's RSP Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.7% in Q1 2026, buying an estimated $25.4K and bringing the position to 7,711 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #91.

Obermeyer Wealth Partners first reported a position in RSP in Q2 2013 and has held it in 8 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Obermeyer Wealth Partners held 7,711 shares of Invesco S&P 500 Equal Weight ETF worth $1.48M as of Q1 2026.
Obermeyer Wealth Partners bought 128 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $25.4K.
Invesco S&P 500 Equal Weight ETF made up 0.07% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #91 holding.
Obermeyer Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 8 quarters since.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.