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 Q2	$509K	Sell	2,394 -51	-2%	-$10.4K	0.03%	139
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 $1.89T 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

Sage Mountain Advisors's RSP Position: Q2 2026 in Review

Sage Mountain Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.1% in Q2 2026, selling an estimated $10.4K and leaving 2,394 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #139.

Sage Mountain Advisors first reported a position in RSP in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.71M in Q4 2025. 2,315 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Sage Mountain Advisors held 2,394 shares of Invesco S&P 500 Equal Weight ETF worth $509K as of Q2 2026.
Sage Mountain Advisors sold 51 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $10.4K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Sage Mountain Advisors's portfolio in Q2 2026, its #139 holding.
Sage Mountain Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2021 and has held it in 20 quarters since.
Sage Mountain Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $2.71M in Q4 2025.
2,315 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.