SMH
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Sanders Morris Harris’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sanders Morris Harris’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 		– Sell
-44,457
Closed -$8.53M – 241
2026
Q1 		$8.53M Buy
+44,457
New +$8.81M 1.35% 14
2025
Q4 		– Sell
-10,804
Closed -$2.05M – 246
2025
Q3 		$2.05M Buy
+10,804
New +$2.01M 0.27% 55
2025
Q2 		– Sell
-10,804
Closed -$1.87M – 280
2025
Q1 		$1.87M Sell
10,804
-35,916
-77% -$6.39M 0.29% 52
2024
Q4 		$8.19M Buy
46,720
+35,414
+313% +$6.4M 1.22% 11
2024
Q3 		$2.03M Sell
11,306
-27,963
-71% -$4.78M 0.34% 46
2024
Q2 		$6.45M Buy
39,269
+28,192
+255% +$4.64M 1.06% 15
2024
Q1 		$6.67M Sell
11,077
-20,953
-65% -$3.36M 1.23% 13
2023
Q4 		$5.03M Buy
32,030
+22,544
+238% +$3.28M 2.47% 5
2023
Q3 		$1.33M Hold
9,486
– – 0.27% 51
2023
Q2 		$1.42M Buy
+9,486
New +$1.37M 0.32% 42

Other funds holding RSP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Sanders Morris Harris's RSP Position: Q2 2026 in Review

Sanders Morris Harris sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 44,457 shares — an estimated $8.53M sold.

Sanders Morris Harris first reported a position in RSP in Q2 2023 and held it in 10 quarters. The position peaked at $8.53M in Q1 2026. 423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Sanders Morris Harris reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 44,457 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $8.53M.
  • Sanders Morris Harris first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and held it in 10 quarters.
  • Sanders Morris Harris's Invesco S&P 500 Equal Weight ETF position peaked at $8.53M in Q1 2026.
  • 423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.