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Searle & Co’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Searle & Co’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 		$534K Hold
2,509
– – 0.12% 116
2026
Q1 		$482K Hold
2,509
– – 0.12% 124
2025
Q4 		$481K Hold
2,509
– – 0.12% 119
2025
Q3 		$476K Hold
2,509
– – 0.13% 120
2025
Q2 		$456K Hold
2,509
– – 0.13% 116
2025
Q1 		$435K Hold
2,509
– – 0.12% 114
2024
Q4 		$440K Buy
+2,509
New +$454K 0.13% 116

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Searle & Co's RSP Position: Q2 2026 in Review

Searle & Co held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 2,509 shares worth $534K. The position accounts for 0.12% of the portfolio, ranked #116.

Searle & Co first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Searle & Co held 2,509 shares of Invesco S&P 500 Equal Weight ETF worth $534K as of Q2 2026.
  • Searle & Co left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.12% of Searle & Co's portfolio in Q2 2026, its #116 holding.
  • Searle & Co first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.