PWM
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Partnership Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Partnership Wealth Management’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 		$23M Sell
110,500
-8,341
-7% -$1.8M 16.4% 2
2026
Q2 		$25.3M Buy
118,841
+3,454
+3% +$707K 17.09% 2
2026
Q1 		$22.1M Buy
115,387
+55,237
+92% +$10.9M 16.89% 1
2025
Q4 		$11.5M Buy
60,150
+3,683
+7% +$699K 8.29% 2
2025
Q3 		$10.7M Buy
56,467
+20,154
+56% +$3.76M 8.25% 3
2025
Q2 		$6.6M Buy
36,313
+13
+0% +$2.24K 5.34% 7
2025
Q1 		$6.29M Sell
36,300
-54
-0.1% -$9.6K 5.34% 6
2024
Q4 		$6.37M Buy
36,354
+9,975
+38% +$1.8M 5.3% 6
2024
Q3 		$4.73M Sell
26,379
-10,023
-28% -$1.71M 3.34% 8
2024
Q2 		$5.98M Buy
36,402
+36,240
+22,370% +$5.96M 4.42% 4
2024
Q1 		$27.4K Hold
162
– – 0.02% 166
2023
Q4 		$25.3K Buy
+162
New +$23.5K 0.02% 166

Other funds holding RSP

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Partnership Wealth Management's RSP Position: Q3 2026 in Review

Partnership Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7% in Q3 2026, selling an estimated $1.8M and leaving 110,500 shares worth $23M. The position accounts for 16.4% of the portfolio, ranked #2.

Partnership Wealth Management first reported a position in RSP in Q4 2023 and has held it in 12 quarters since. The position peaked at $25.3M in Q2 2026. 22 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Partnership Wealth Management held 110,500 shares of Invesco S&P 500 Equal Weight ETF worth $23M as of Q3 2026.
  • Partnership Wealth Management sold 8,341 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $1.8M.
  • Invesco S&P 500 Equal Weight ETF made up 16.4% of Partnership Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Partnership Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 12 quarters since.
  • Partnership Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $25.3M in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.