Sendero Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sendero Wealth Management’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	–	Sell	-8,164	Closed	-$1.74M	–	223
2026 Q2	$1.74M	Hold	8,164	–	–	0.17%	88
2026 Q1	$1.57M	Hold	8,164	–	–	0.17%	80
2025 Q4	$1.56M	Buy	+8,164	New	+$1.55M	0.17%	76

Other funds holding RSP

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sendero Wealth Management's RSP Position: Q3 2026 in Review

Sendero Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2026, closing a stake of 8,164 shares — an estimated $1.74M sold.

Sendero Wealth Management first reported a position in RSP in Q4 2025 and held it in 3 quarters. The position peaked at $1.74M in Q2 2026. 806 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Sendero Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2026 after selling out during the quarter.
Sendero Wealth Management sold 8,164 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $1.74M.
Sendero Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and held it in 3 quarters.
Sendero Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.74M in Q2 2026.
806 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.