Scott Ferguson’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Scott Ferguson’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
2024 Q2	–	Sell	-1,040,000	Closed	-$176M	–	21
2024 Q1	$176M	Buy	1,040,000 +30,000	+3%	+$4.82M	7.54%	4
2023 Q4	$159M	Buy	+1,010,000	New	+$147M	7.46%	4
2023 Q3	–	Sell	-1,250,000	Closed	-$187M	–	18
2023 Q2	$187M	Buy	+1,250,000	New	+$180M	7.81%	3

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

Scott Ferguson's RSP Position: Q2 2026 in Review

Scott Ferguson increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 35% in Q2 2026, buying an estimated $14M and bringing the position to 265,000 shares worth $56.4M. The position accounts for 1.17% of the portfolio, ranked #19.

Scott Ferguson first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. 2,307 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Scott Ferguson held 265,000 shares of Invesco S&P 500 Equal Weight ETF worth $56.4M as of Q2 2026.
Scott Ferguson bought 68,500 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $14M.
Invesco S&P 500 Equal Weight ETF made up 1.17% of Scott Ferguson's portfolio in Q2 2026, its #19 holding.
Scott Ferguson first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
2,307 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Sachem Head Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.