Robertson Stephens Wealth Management
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Robertson Stephens Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Robertson Stephens Wealth 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
Q3 		$48.8M Buy
234,833
+2,914
+1% +$630K 1.18% 17
2026
Q2 		$49.3M Buy
231,919
+79,227
+52% +$16.2M 1.22% 18
2026
Q1 		$29.3M Sell
152,692
-3,561
-2% -$706K 0.82% 23
2025
Q4 		$29.9M Buy
156,253
+2,970
+2% +$564K 0.78% 24
2025
Q3 		$29.1M Sell
153,283
-1,213
-0.8% -$226K 0.88% 20
2025
Q2 		$28.1M Sell
154,496
-3,435
-2% -$593K 0.89% 21
2025
Q1 		$27.4M Sell
157,931
-55,210
-26% -$9.8M 0.94% 20
2024
Q4 		$37.3M Sell
213,141
-37,469
-15% -$6.77M 1.32% 13
2024
Q3 		$44.9M Buy
250,610
+144,425
+136% +$24.7M 1.63% 12
2024
Q2 		$17.4M Buy
106,185
+4,243
+4% +$698K 0.88% 25
2024
Q1 		$17.3M Buy
101,942
+23,732
+30% +$3.81M 0.92% 20
2023
Q4 		$12.3M Buy
78,210
+8,532
+12% +$1.24M 0.75% 23
2023
Q3 		$9.9M Buy
69,678
+16,487
+31% +$2.46M 0.67% 29
2023
Q2 		$7.96M Buy
53,191
+41,995
+375% +$6.05M 0.56% 36
2023
Q1 		$1.62M Buy
11,196
+8,634
+337% +$1.26M 0.12% 148
2022
Q4 		$362K Sell
2,562
-685
-21% -$95.8K 0.04% 302
2022
Q3 		$413K Sell
3,247
-370
-10% -$52.2K 0.04% 240
2022
Q2 		$485K Sell
3,617
-2,601
-42% -$381K 0.05% 238
2022
Q1 		$980K Buy
6,218
+1,059
+21% +$165K 0.08% 183
2021
Q4 		$839K Buy
5,159
+88
+2% +$13.9K 0.07% 202
2021
Q3 		$759K Buy
5,071
+16
+0.3% +$2.45K 0.09% 149
2021
Q2 		$761K Buy
5,055
+2,771
+121% +$413K 0.09% 162
2021
Q1 		$323K Sell
2,284
-762
-25% -$103K 0.05% 223
2020
Q4 		$388K Buy
+3,046
New +$362K 0.08% 160

Other funds holding RSP

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Robertson Stephens Wealth Management's RSP Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.3% in Q3 2026, buying an estimated $630K and bringing the position to 234,833 shares worth $48.8M. The position accounts for 1.18% of the portfolio, ranked #17.

Robertson Stephens Wealth Management first reported a position in RSP in Q4 2020 and has held it in 24 quarters since. The position peaked at $49.3M in Q2 2026. 1,678 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Robertson Stephens Wealth Management held 234,833 shares of Invesco S&P 500 Equal Weight ETF worth $48.8M as of Q3 2026.
  • Robertson Stephens Wealth Management bought 2,914 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $630K.
  • Invesco S&P 500 Equal Weight ETF made up 1.18% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Robertson Stephens Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 24 quarters since.
  • Robertson Stephens Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $49.3M in Q2 2026.
  • 1,678 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.