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	–	Sell	-7,000	Closed	-$1.19M	–	5428
2025 Q4	$1.19M	Sell	7,000 -7,500	-52%	-$1.42M	﹤0.01%	3662
2025 Q3	$2.68M	Buy	14,500 +3,000	+26%	+$559K	﹤0.01%	2942
2025 Q2	$1.73M	Hold	11,500	–	–	﹤0.01%	3202
2025 Q1	$1.73M	Sell	11,500 -1,200	-9%	-$213K	﹤0.01%	3101
2024 Q4	$1.86M	Buy	+12,700	New	+$2.3M	﹤0.01%	3028

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

Raymond James Financial's RSP Position: Q2 2026 in Review

Raymond James Financial increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.3% in Q2 2026, buying an estimated $43.5M and bringing the position to 4,261,661 shares worth $907M. The position accounts for 0.25% of the portfolio, ranked #70.

Raymond James Financial first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Raymond James Financial held 4,261,661 shares of Invesco S&P 500 Equal Weight ETF worth $907M as of Q2 2026.
Raymond James Financial bought 212,760 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $43.5M.
Invesco S&P 500 Equal Weight ETF made up 0.25% of Raymond James Financial's portfolio in Q2 2026, its #70 holding.
Raymond James Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.