SevenBridge Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

SevenBridge Financial Group’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	$2.4M	Sell	10,908 -63	-0.6%	-$12.9K	0.35%	80
2026 Q1	$2.22M	Sell	10,971 -39,389	-78%	-$7.81M	0.35%	81
2025 Q4	$10M	Buy	+50,360	New	+$9.56M	1.61%	10
2022 Q1	–	Sell	-2,560	Closed	-$417K	–	168
2021 Q4	$417K	Hold	2,560	–	–	0.13%	118
2021 Q3	$384K	Hold	2,560	–	–	0.13%	120
2021 Q2	$386K	Hold	2,560	–	–	0.13%	121
2021 Q1	$363K	Hold	2,560	–	–	0.13%	114
2020 Q4	$327K	Hold	2,560	–	–	0.13%	116
2020 Q3	$277K	Hold	2,560	–	–	0.13%	117
2020 Q2	$261K	Hold	2,560	–	–	0.13%	114
2020 Q1	$215K	Hold	2,560	–	–	0.12%	120
2019 Q4	$296K	Hold	2,560	–	–	0.08%	123
2019 Q3	$277K	Buy	2,560 +235	+10%	+$25.2K	0.15%	111
2019 Q2	$251K	Buy	+2,325	New	+$246K	0.09%	133

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

SevenBridge Financial Group's RSP Position: Q2 2026 in Review

SevenBridge Financial Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.57% in Q2 2026, selling an estimated $12.9K and leaving 10,908 shares worth $2.4M. The position accounts for 0.35% of the portfolio, ranked #80.

SevenBridge Financial Group first reported a position in RSP in Q2 2019 and has held it in 14 quarters since. The position peaked at $10M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

SevenBridge Financial Group held 10,908 shares of Invesco S&P 500 Equal Weight ETF worth $2.4M as of Q2 2026.
SevenBridge Financial Group sold 63 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $12.9K.
Invesco S&P 500 Equal Weight ETF made up 0.35% of SevenBridge Financial Group's portfolio in Q2 2026, its #80 holding.
SevenBridge Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2019 and has held it in 14 quarters since.
SevenBridge Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $10M in Q4 2025.
2,319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.