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

Perennial Advisors’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 		$5.48M Buy
26,330
+9,536
+57% +$2.06M 0.82% 35
2026
Q2 		$3.57M Buy
16,794
+7,153
+74% +$1.46M 0.55% 55
2026
Q1 		$1.85M Buy
+9,641
New +$1.91M 0.32% 62

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Perennial Advisors's RSP Position: Q3 2026 in Review

Perennial Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 57% in Q3 2026, buying an estimated $2.06M and bringing the position to 26,330 shares worth $5.48M. The position accounts for 0.82% of the portfolio, ranked #35.

Perennial Advisors first reported a position in RSP in Q1 2026 and has held it in 3 quarters since. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Perennial Advisors held 26,330 shares of Invesco S&P 500 Equal Weight ETF worth $5.48M as of Q3 2026.
  • Perennial Advisors bought 9,536 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $2.06M.
  • Invesco S&P 500 Equal Weight ETF made up 0.82% of Perennial Advisors's portfolio in Q3 2026, its #35 holding.
  • Perennial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2026 and has held it in 3 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.