Simon Quick Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Simon Quick 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	$238K	Buy	1,116 +40	+4%	+$8.19K	0.01%	378
2026 Q1	$206K	Buy	+1,076	New	+$213K	0.01%	363
2025 Q4	–	Sell	-1,627	Closed	-$309K	–	426
2025 Q3	$309K	Buy	1,627 +408	+33%	+$76K	0.01%	321
2025 Q2	$222K	Sell	1,219 -1,123	-48%	-$194K	0.01%	337
2025 Q1	$406K	Sell	2,342 -611	-21%	-$109K	0.02%	348
2024 Q4	$518K	Buy	+2,953	New	+$534K	0.03%	238
2022 Q2	–	Sell	-653	Closed	-$103K	–	349
2022 Q1	$103K	Sell	653 -9	-1%	-$1.4K	0.03%	142
2021 Q4	$108K	Buy	662 +1	+0.2%	+$158	0.03%	154
2021 Q3	$99K	Buy	661 +301	+84%	+$46.1K	0.03%	171
2021 Q2	$54K	Sell	360 -158	-31%	-$23.5K	0.01%	238
2021 Q1	$73K	Buy	518 +125	+32%	+$16.9K	0.02%	181
2020 Q4	$50K	Sell	393 -83	-17%	-$9.87K	0.02%	219
2020 Q3	$51K	Sell	476 -100	-17%	-$10.8K	0.01%	188
2020 Q2	$59K	Sell	576 -3,028	-84%	-$292K	0.02%	175
2020 Q1	$303K	Sell	3,604 -1,906	-35%	-$203K	0.11%	60
2019 Q4	$638K	Buy	5,510 +5,010	+1,002%	+$557K	0.23%	48
2019 Q3	$54K	Hold	500	–	–	0.02%	167
2019 Q2	$53.9K	Buy	500 +286	+134%	+$30.3K	0.03%	120
2019 Q1	$22K	Buy	+214	New	+$21.6K	0.01%	300

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

Simon Quick Advisors's RSP Position: Q2 2026 in Review

Simon Quick Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.7% in Q2 2026, buying an estimated $8.19K and bringing the position to 1,116 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #378.

Simon Quick Advisors first reported a position in RSP in Q1 2019 and has held it in 19 quarters since. The position peaked at $638K in Q4 2019. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Simon Quick Advisors held 1,116 shares of Invesco S&P 500 Equal Weight ETF worth $238K as of Q2 2026.
Simon Quick Advisors bought 40 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $8.19K.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #378 holding.
Simon Quick Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2019 and has held it in 19 quarters since.
Simon Quick Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $638K in Q4 2019.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.