Partners Capital Investment Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Partners Capital Investment Group’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	$3.88M	Sell	18,256 -13,228	-42%	-$2.71M	0.14%	65
2026 Q1	$6.04M	Buy	31,484 +134	+0.4%	+$26.6K	0.23%	50
2025 Q4	$6.01M	Buy	31,350 +2,778	+10%	+$527K	0.22%	48
2025 Q3	$5.42M	Buy	28,572 +124	+0.4%	+$23.1K	0.22%	52
2025 Q2	$5.17M	Sell	28,448 -21,772	-43%	-$3.76M	0.21%	57
2025 Q1	$8.7M	Buy	+50,220	New	+$8.93M	0.15%	77

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

Partners Capital Investment Group's RSP Position: Q2 2026 in Review

Partners Capital Investment Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 42% in Q2 2026, selling an estimated $2.71M and leaving 18,256 shares worth $3.88M. The position accounts for 0.14% of the portfolio, ranked #65.

Partners Capital Investment Group first reported a position in RSP in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.7M in Q1 2025. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Partners Capital Investment Group held 18,256 shares of Invesco S&P 500 Equal Weight ETF worth $3.88M as of Q2 2026.
Partners Capital Investment Group sold 13,228 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.71M.
Invesco S&P 500 Equal Weight ETF made up 0.14% of Partners Capital Investment Group's portfolio in Q2 2026, its #65 holding.
Partners Capital Investment Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
Partners Capital Investment Group's Invesco S&P 500 Equal Weight ETF position peaked at $8.7M in Q1 2025.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.