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

Sage Mountain 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
2026 Q1	$469K	Sell	2,445 -11,705	-83%	-$2.32M	0.03%	140
2025 Q4	$2.71M	Buy	14,150 +11,123	+367%	+$2.11M	0.14%	75
2025 Q3	$574K	Hold	3,027	–	–	0.03%	241
2025 Q2	$550K	Buy	3,027 +1,430	+90%	+$247K	0.04%	226
2025 Q1	$277K	Hold	1,597	–	–	0.02%	318
2024 Q4	$280K	Hold	1,597	–	–	0.02%	307
2024 Q3	$286K	Hold	1,597	–	–	0.02%	295
2024 Q2	$262K	Buy	1,597 +1,197	+299%	+$197K	0.02%	285
2024 Q1	$67.7K	Hold	400	–	–	0.01%	354
2023 Q4	$63.1K	Hold	400	–	–	0.01%	302
2023 Q3	$56.7K	Hold	400	–	–	0.01%	302
2023 Q2	$59.9K	Sell	400 -58	-13%	-$8.36K	0.01%	295
2023 Q1	$66.2K	Hold	458	–	–	0.01%	278
2022 Q4	$64.7K	Hold	458	–	–	0.01%	215
2022 Q3	$58K	Hold	458	–	–	0.02%	284
2022 Q2	$61K	Hold	458	–	–	0.01%	531
2022 Q1	$72K	Hold	458	–	–	0.01%	546
2021 Q4	$75K	Hold	458	–	–	0.01%	601
2021 Q3	$69K	Buy	+458	New	+$70.1K	0.01%	509

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TPSF

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

Sage Mountain Advisors's RSP Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 83% in Q1 2026, selling an estimated $2.32M and leaving 2,445 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #140.

Sage Mountain Advisors first reported a position in RSP in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.71M in Q4 2025. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Sage Mountain Advisors held 2,445 shares of Invesco S&P 500 Equal Weight ETF worth $469K as of Q1 2026.
Sage Mountain Advisors sold 11,705 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $2.32M.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Sage Mountain Advisors's portfolio in Q1 2026, its #140 holding.
Sage Mountain Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2021 and has held it in 19 quarters since.
Sage Mountain Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $2.71M in Q4 2025.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.