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

ORG 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
2025 Q4	$2.37M	Sell	12,327 -4,460	-27%	-$847K	0.42%	48
2025 Q3	$3.19M	Buy	16,787 +3,630	+28%	+$676K	0.58%	35
2025 Q2	$2.42M	Buy	13,157 +3,049	+30%	+$526K	0.52%	38
2025 Q1	$1.75M	Buy	10,108 +8,928	+757%	+$1.59M	0.43%	46
2024 Q4	$207K	Buy	1,180 +1,165	+7,767%	+$211K	0.03%	316
2024 Q3	$2.69K	Sell	15 -1,468	-99%	-$251K	﹤0.01%	935
2024 Q2	$242K	Buy	+1,483	New	+$244K	0.03%	385
2024 Q1	–	Sell	-1,739	Closed	-$274K	–	970
2023 Q4	$274K	Buy	1,739 +1,483	+579%	+$215K	0.05%	252
2023 Q3	$36.3K	Sell	256 -1,483	-85%	-$222K	0.01%	581
2023 Q2	$260K	Buy	+1,739	New	+$251K	0.04%	321

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

TPSF

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

ORG Partners's RSP Position: Q4 2025 in Review

ORG Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 27% in Q4 2025, selling an estimated $847K and leaving 12,327 shares worth $2.37M. The position accounts for 0.42% of the portfolio, ranked #48.

ORG Partners first reported a position in RSP in Q2 2023 and has held it in 10 quarters since. The position peaked at $3.19M in Q3 2025. 2,134 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

ORG Partners held 12,327 shares of Invesco S&P 500 Equal Weight ETF worth $2.37M as of Q4 2025.
ORG Partners sold 4,460 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $847K.
Invesco S&P 500 Equal Weight ETF made up 0.42% of ORG Partners's portfolio in Q4 2025, its #48 holding.
ORG Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Invesco S&P 500 Equal Weight ETF position peaked at $3.19M in Q3 2025.
2,134 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.