Raymond James Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Raymond James Financial’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	$934M	Buy	4,491,846 +230,185	+5%	+$49.7M	0.25%	65
2026 Q2	$907M	Buy	4,261,661 +212,760	+5%	+$43.5M	0.25%	70
2026 Q1	$777M	Buy	4,048,901 +348,829	+9%	+$69.1M	0.24%	73
2025 Q4	$709M	Sell	3,700,072 -19,036	-0.5%	-$3.61M	0.22%	82
2025 Q3	$706M	Buy	3,719,108 +45,212	+1%	+$8.42M	0.23%	78
2025 Q2	$668M	Sell	3,673,896 -62,234	-2%	-$10.7M	0.23%	82
2025 Q1	$647M	Sell	3,736,130 -85,983	-2%	-$15.3M	0.24%	74
2024 Q4	$670M	Buy	+3,822,113	New	+$691M	0.25%	65

Other funds holding RSP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Raymond James Financial's RSP Position: Q3 2026 in Review

Raymond James Financial increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.4% in Q3 2026, buying an estimated $49.7M and bringing the position to 4,491,846 shares worth $934M. The position accounts for 0.25% of the portfolio, ranked #65.

Raymond James Financial first reported a position in RSP in Q4 2024 and has held it in 8 quarters since. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Raymond James Financial held 4,491,846 shares of Invesco S&P 500 Equal Weight ETF worth $934M as of Q3 2026.
Raymond James Financial bought 230,185 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $49.7M.
Invesco S&P 500 Equal Weight ETF made up 0.25% of Raymond James Financial's portfolio in Q3 2026, its #65 holding.
Raymond James Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 8 quarters since.
2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.