Seneca House Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Seneca House 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	$28.9M	Buy	136,001 +29,524	+28%	+$6.04M	10.23%	1
2026 Q1	$20.4M	Sell	106,477 -5,857	-5%	-$1.16M	8.12%	1
2025 Q4	$21.5M	Sell	112,334 -20,262	-15%	-$3.85M	8.05%	1
2025 Q3	$25.2M	Sell	132,596 -36,811	-22%	-$6.86M	10.16%	1
2025 Q2	$30.8M	Buy	169,407 +28,810	+20%	+$4.97M	13.09%	1
2025 Q1	$24.4M	Sell	140,597 -1,525	-1%	-$271K	10.37%	1
2024 Q4	$24.9M	Buy	142,122 +22,204	+19%	+$4.01M	9.87%	1
2024 Q3	$21.5M	Buy	119,918 +4,229	+4%	+$722K	9.05%	1
2024 Q2	$19M	Buy	115,689 +17,997	+18%	+$2.96M	8.24%	1
2024 Q1	$16.5M	Buy	97,692 +96,282	+6,829%	+$15.5M	7.19%	1
2023 Q4	$222K	Buy	+1,410	New	+$205K	0.1%	71

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

Seneca House Advisors's RSP Position: Q2 2026 in Review

Seneca House Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 28% in Q2 2026, buying an estimated $6.04M and bringing the position to 136,001 shares worth $28.9M. The position accounts for 10.23% of the portfolio, ranked #1.

Seneca House Advisors first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.8M in Q2 2025. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Seneca House Advisors held 136,001 shares of Invesco S&P 500 Equal Weight ETF worth $28.9M as of Q2 2026.
Seneca House Advisors bought 29,524 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $6.04M.
Invesco S&P 500 Equal Weight ETF made up 10.23% of Seneca House Advisors's portfolio in Q2 2026, its #1 holding.
Seneca House Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Seneca House Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $30.8M in Q2 2025.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.