Raymond James Financial
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
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

Raymond James Financial's RSP Position: Q1 2026 in Review

Raymond James Financial increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 9.4% in Q1 2026, buying an estimated $69.1M and bringing the position to 4,048,901 shares worth $777M. The position accounts for 0.24% of the portfolio, ranked #73.

Raymond James Financial first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. 2,222 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Raymond James Financial held 4,048,901 shares of Invesco S&P 500 Equal Weight ETF worth $777M as of Q1 2026.
  • Raymond James Financial bought 348,829 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $69.1M.
  • Invesco S&P 500 Equal Weight ETF made up 0.24% of Raymond James Financial's portfolio in Q1 2026, its #73 holding.
  • Raymond James Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,222 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.