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 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 $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Quest Investment Management's RSP Position: Q1 2026 in Review

Quest Investment Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.2% in Q1 2026, buying an estimated $365K and bringing the position to 87,333 shares worth $16.8M. The position accounts for 1.96% of the portfolio, ranked #13.

Quest Investment Management first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $23M in Q1 2025. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Quest Investment Management held 87,333 shares of Invesco S&P 500 Equal Weight ETF worth $16.8M as of Q1 2026.
Quest Investment Management bought 1,842 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $365K.
Invesco S&P 500 Equal Weight ETF made up 1.96% of Quest Investment Management's portfolio in Q1 2026, its #13 holding.
Quest Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
Quest Investment Management's Invesco S&P 500 Equal Weight ETF position peaked at $23M in Q1 2025.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.