Rise Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Rise Advisors’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
2025 Q2	–	Sell	-21	Closed	-$3.67K	–	1628
2025 Q1	$3.67K	Hold	21	–	–	﹤0.01%	1161
2024 Q4	$3.69K	Buy	+21	New	+$3.8K	﹤0.01%	1061
2023 Q4	–	Sell	-58	Closed	-$8.15K	–	659
2023 Q3	$8.15K	Buy	58 +1	+2%	+$149	0.01%	329
2023 Q2	$8.57K	Hold	57	–	–	0.01%	358
2023 Q1	$8.25K	Hold	57	–	–	0.01%	390
2022 Q4	$8.02K	Hold	57	–	–	0.01%	382
2022 Q3	$7K	Sell	57 -74	-56%	-$10.4K	0.01%	398
2022 Q2	$18K	Buy	131 +75	+134%	+$11K	0.02%	254
2022 Q1	$9K	Hold	56	–	–	0.01%	351
2021 Q4	$9.07K	Buy	+56	New	+$8.85K	0.01%	337

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

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

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rise Advisors's RSP Position: Q2 2025 in Review

Rise Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 21 shares — an estimated $3.67K sold.

Rise Advisors first reported a position in RSP in Q4 2021 and held it in 10 quarters. The position peaked at $18K in Q2 2022. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

Rise Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 21 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $3.67K.
Rise Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 10 quarters.
Rise Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $18K in Q2 2022.
1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.