Sand Hill Global Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sand Hill Global 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	$237K	Buy	+1,114	New	+$228K	0.01%	203
2025 Q3	–	Sell	-1,726	Closed	-$314K	–	210
2025 Q2	$314K	Sell	1,726 -421,360	-100%	-$72.7M	0.01%	168
2025 Q1	$73.3M	Buy	423,086 +8,775	+2%	+$1.56M	3.02%	9
2024 Q4	$72.6M	Buy	+414,311	New	+$74.9M	3.07%	9
2022 Q1	–	Sell	-1,231	Closed	-$200K	–	161
2021 Q4	$200K	Buy	+1,231	New	+$195K	0.01%	157
2018 Q2	–	Sell	-3,673	Closed	-$365K	–	106
2018 Q1	$365K	Sell	3,673 -963	-21%	-$98.5K	0.35%	59
2017 Q4	$468K	Buy	+4,636	New	+$455K	0.05%	80

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

Sand Hill Global Advisors's RSP Position: Q2 2026 in Review

Sand Hill Global Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 1,114 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #203 among its holdings. This is a return to the name: Sand Hill Global Advisors previously reported a position in RSP as recently as Q2 2025.

Sand Hill Global Advisors first reported a position in RSP in Q4 2017 and has held it in 7 quarters since. The position peaked at $73.3M in Q1 2025. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Sand Hill Global Advisors held 1,114 shares of Invesco S&P 500 Equal Weight ETF worth $237K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Sand Hill Global Advisors position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #203 holding.
Sand Hill Global Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and has held it in 7 quarters since.
Sand Hill Global Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $73.3M in Q1 2025.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.