Quest Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Quest Investment 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 Q2	$17.8M	Sell	83,440 -3,893	-4%	-$797K	2.07%	12
2026 Q1	$16.8M	Buy	87,333 +1,842	+2%	+$365K	1.96%	13
2025 Q4	$16.4M	Buy	85,491 +5,572	+7%	+$1.06M	1.77%	15
2025 Q3	$15.2M	Sell	79,919 -1,238	-2%	-$231K	1.59%	17
2025 Q2	$14.7M	Sell	81,157 -51,606	-39%	-$8.91M	1.62%	17
2025 Q1	$23M	Buy	132,763 +56,862	+75%	+$10.1M	2.85%	10
2024 Q4	$13.3M	Sell	75,901 -2,855	-4%	-$516K	1.54%	26
2024 Q3	$14.1M	Buy	78,756 +60,188	+324%	+$10.3M	1.65%	18
2024 Q2	$3.05M	Buy	18,568 +1,431	+8%	+$235K	0.34%	43
2024 Q1	$2.9M	Sell	17,137 -276	-2%	-$44.3K	0.32%	46
2023 Q4	$2.75M	Buy	+17,413	New	+$2.53M	0.34%	44

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

Quest Investment Management's RSP Position: Q2 2026 in Review

Quest Investment Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.5% in Q2 2026, selling an estimated $797K and leaving 83,440 shares worth $17.8M. The position accounts for 2.07% of the portfolio, ranked #12.

Quest Investment Management first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $23M in Q1 2025. 2,319 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Quest Investment Management held 83,440 shares of Invesco S&P 500 Equal Weight ETF worth $17.8M as of Q2 2026.
Quest Investment Management sold 3,893 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $797K.
Invesco S&P 500 Equal Weight ETF made up 2.07% of Quest Investment Management's portfolio in Q2 2026, its #12 holding.
Quest Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Quest Investment Management's Invesco S&P 500 Equal Weight ETF position peaked at $23M in Q1 2025.
2,319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Quest Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.