Sequoia Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sequoia Financial 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	$30.3M	Sell	142,173 -7,852	-5%	-$1.61M	0.15%	102
2026 Q1	$28.8M	Buy	150,025 +3,813	+3%	+$756K	0.16%	102
2025 Q4	$28M	Sell	146,212 -6,457	-4%	-$1.23M	0.16%	108
2025 Q3	$29M	Sell	152,669 -445	-0.3%	-$82.9K	0.18%	101
2025 Q2	$27.8M	Sell	153,114 -2,264	-1%	-$391K	0.19%	100
2025 Q1	$26.9M	Buy	155,378 +3,665	+2%	+$652K	0.21%	99
2024 Q4	$26.6M	Sell	151,713 -9,219	-6%	-$1.67M	0.26%	87
2024 Q3	$28.8M	Sell	160,932 -2,156	-1%	-$368K	0.31%	77
2024 Q2	$26.8M	Sell	163,088 -5,001	-3%	-$823K	0.32%	75
2024 Q1	$28.5M	Sell	168,089 -4,841	-3%	-$777K	0.35%	66
2023 Q4	$27.3M	Buy	172,930 +11,299	+7%	+$1.64M	0.34%	66
2023 Q3	$22.9M	Buy	161,631 +2,102	+1%	+$314K	0.4%	52
2023 Q2	$23.9M	Sell	159,529 -16,681	-9%	-$2.4M	0.41%	50
2023 Q1	$25.5M	Sell	176,210 -2,608	-1%	-$382K	0.57%	34
2022 Q4	$25.3M	Buy	178,818 +10,441	+6%	+$1.46M	0.62%	29
2022 Q3	$21.4M	Sell	168,377 -15,163	-8%	-$2.14M	0.68%	28
2022 Q2	$24.6M	Sell	183,540 -3,658	-2%	-$535K	0.7%	26
2022 Q1	$29.5M	Sell	187,198 -2,541	-1%	-$396K	0.74%	25
2021 Q4	$30.9M	Buy	189,739 +26,306	+16%	+$4.16M	0.84%	23
2021 Q3	$24.5M	Sell	163,433 -19,151	-10%	-$2.93M	2.49%	9
2021 Q2	$27.5M	Buy	182,584 +699	+0.4%	+$104K	1%	20
2021 Q1	$25.8M	Sell	181,885 -509	-0.3%	-$68.7K	1.08%	18
2020 Q4	$23.3M	Sell	182,394 -9,674	-5%	-$1.15M	1.06%	18
2020 Q3	$20.8M	Sell	192,068 -131	-0.1%	-$14.1K	1.1%	17
2020 Q2	$19.6M	Sell	192,199 -2,959	-2%	-$285K	1.16%	17
2020 Q1	$16.4M	Sell	195,158 -3,335	-2%	-$354K	1.21%	15
2019 Q4	$23M	Buy	+198,493	New	+$22M	1.46%	13
2019 Q3	–	Sell	-204,854	Closed	-$22.1M	–	387
2019 Q2	$22.1M	Sell	204,854 -7,078	-3%	-$749K	1.64%	13
2019 Q1	$22.1M	Sell	211,932 -4,210	-2%	-$425K	1.82%	10
2018 Q4	$19.8M	Sell	216,142 -6,551	-3%	-$649K	2.29%	8
2018 Q3	$23.8M	Sell	222,693 -2,384	-1%	-$252K	2.36%	8
2018 Q2	$22.9M	Buy	+225,077	New	+$22.8M	2.44%	7
2018 Q1	–	Sell	-226,499	Closed	-$22.9M	–	322
2017 Q4	$22.9M	Buy	226,499 +246	+0.1%	+$24.1K	2.41%	8
2017 Q3	$21.6M	Sell	226,253 -385	-0.2%	-$36K	2.56%	8
2017 Q2	$21M	Buy	226,638 +283	+0.1%	+$26K	2.6%	8
2017 Q1	$20.6M	Sell	226,355 -2,445	-1%	-$219K	2.62%	8
2016 Q4	$19.8M	Buy	228,800 +215,542	+1,626%	+$18.2M	2.83%	7
2016 Q3	$1.11M	Buy	13,258 +4,769	+56%	+$397K	0.21%	75
2016 Q2	$682K	Buy	8,489 +608	+8%	+$48.3K	0.19%	92
2016 Q1	$619K	Sell	7,881 -7,961	-50%	-$585K	0.2%	86
2015 Q4	$1.21M	Buy	15,842 +1,580	+11%	+$123K	0.49%	43
2015 Q3	$1.05M	Buy	14,262 +170	+1%	+$13.2K	0.46%	45
2015 Q2	$1.13M	Buy	14,092 +2,579	+22%	+$211K	0.48%	49
2015 Q1	$933K	Buy	11,513 +5,063	+78%	+$407K	0.43%	57
2014 Q4	$516K	Buy	+6,450	New	+$501K	0.35%	69

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

Sequoia Financial Advisors's RSP Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.2% in Q2 2026, selling an estimated $1.61M and leaving 142,173 shares worth $30.3M. The position accounts for 0.15% of the portfolio, ranked #102.

Sequoia Financial Advisors first reported a position in RSP in Q4 2014 and has held it in 45 quarters since. The position peaked at $30.9M in Q4 2021. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Sequoia Financial Advisors held 142,173 shares of Invesco S&P 500 Equal Weight ETF worth $30.3M as of Q2 2026.
Sequoia Financial Advisors sold 7,852 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.61M.
Invesco S&P 500 Equal Weight ETF made up 0.15% of Sequoia Financial Advisors's portfolio in Q2 2026, its #102 holding.
Sequoia Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and has held it in 45 quarters since.
Sequoia Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $30.9M in Q4 2021.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.