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

&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	$51.8M	Sell	243,367 -8,875	-4%	-$1.82M	0.21%	93
2026 Q1	$48.4M	Sell	252,242 -51,027	-17%	-$10.1M	0.24%	87
2025 Q4	$58.2M	Buy	303,269 +100,143	+49%	+$19M	0.3%	66
2025 Q3	$38.4M	Buy	203,126 +39,177	+24%	+$7.3M	0.25%	87
2025 Q2	$29.8M	Buy	163,949 +24,536	+18%	+$4.24M	0.23%	100
2025 Q1	$23.9M	Buy	139,413 +51	+0%	+$9.07K	0.25%	87
2024 Q4	$24.6M	Buy	139,362 +45,711	+49%	+$8.26M	0.29%	73
2024 Q3	$16.8M	Buy	93,651 +50,320	+116%	+$8.6M	0.32%	70
2024 Q2	$7.12M	Buy	43,331 +36,386	+524%	+$5.99M	0.31%	79
2024 Q1	$1.18M	Buy	+6,945	New	+$1.12M	0.16%	131

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's RSP Position: Q2 2026 in Review

&Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.5% in Q2 2026, selling an estimated $1.82M and leaving 243,367 shares worth $51.8M. The position accounts for 0.21% of the portfolio, ranked #93.

&Partners first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. The position peaked at $58.2M in Q4 2025. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

&Partners held 243,367 shares of Invesco S&P 500 Equal Weight ETF worth $51.8M as of Q2 2026.
&Partners sold 8,875 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.82M.
Invesco S&P 500 Equal Weight ETF made up 0.21% of &Partners's portfolio in Q2 2026, its #93 holding.
&Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
&Partners's Invesco S&P 500 Equal Weight ETF position peaked at $58.2M in Q4 2025.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.