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Southern Michigan Bank & Trust’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Southern Michigan Bank & Trust’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 		$27.4K Sell
129
-38
-23% -$7.78K 0.01% 248
2026
Q1 		$32.1K Buy
+167
New +$33.1K 0.01% 235

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Southern Michigan Bank & Trust's RSP Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 23% in Q2 2026, selling an estimated $7.78K and leaving 129 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #248.

Southern Michigan Bank & Trust first reported a position in RSP in Q1 2026 and has held it in 2 quarters since. The position peaked at $32.1K in Q1 2026. 2,232 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Southern Michigan Bank & Trust held 129 shares of Invesco S&P 500 Equal Weight ETF worth $27.4K as of Q2 2026.
  • Southern Michigan Bank & Trust sold 38 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $7.78K.
  • Invesco S&P 500 Equal Weight ETF made up 0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #248 holding.
  • Southern Michigan Bank & Trust first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's Invesco S&P 500 Equal Weight ETF position peaked at $32.1K in Q1 2026.
  • 2,232 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.