Polen Capital Management
RSP icon

Polen Capital Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Polen Capital 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
2025
Q4 		– Sell
-44,774
Closed -$8.49M – 280
2025
Q3 		$8.49M Buy
+44,774
New +$8.34M 0.03% 50

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Polen Capital Management's RSP Position: Q4 2025 in Review

Polen Capital Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2025, closing a stake of 44,774 shares — an estimated $8.49M sold.

Polen Capital Management first reported a position in RSP in Q3 2025 and held it in 1 quarter. The position peaked at $8.49M in Q3 2025. 2,132 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

  • Polen Capital Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Polen Capital Management sold 44,774 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $8.49M.
  • Polen Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and held it in 1 quarter.
  • Polen Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $8.49M in Q3 2025.
  • 2,132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Polen Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.