Sagespring Wealth Partners
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Sagespring Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sagespring Wealth Partners’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 		$1.55M Buy
7,438
+298
+4% +$64.4K 0.02% 269
2026
Q2 		$1.52M Buy
7,140
+1,575
+28% +$322K 0.02% 264
2026
Q1 		$1.07M Sell
5,565
-32
-0.6% -$6.34K 0.02% 307
2025
Q4 		$1.07M Sell
5,597
-6,707
-55% -$1.27M 0.02% 298
2025
Q3 		$2.33M Buy
12,304
+5,705
+86% +$1.06M 0.05% 166
2025
Q2 		$1.2M Buy
6,599
+2,107
+47% +$364K 0.03% 253
2025
Q1 		$778K Sell
4,492
-11,839
-72% -$2.11M 0.02% 289
2024
Q4 		$2.86M Buy
+16,331
New +$2.95M 0.08% 114

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Sagespring Wealth Partners's RSP Position: Q3 2026 in Review

Sagespring Wealth Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.2% in Q3 2026, buying an estimated $64.4K and bringing the position to 7,438 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #269.

Sagespring Wealth Partners first reported a position in RSP in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.86M in Q4 2024. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Sagespring Wealth Partners held 7,438 shares of Invesco S&P 500 Equal Weight ETF worth $1.55M as of Q3 2026.
  • Sagespring Wealth Partners bought 298 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $64.4K.
  • Invesco S&P 500 Equal Weight ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q3 2026, its #269 holding.
  • Sagespring Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 8 quarters since.
  • Sagespring Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $2.86M in Q4 2024.
  • 2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.