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

Sovran 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	$1.37M	Buy	6,334 +705	+13%	+$144K	0.1%	219
2026 Q1	$1.15M	Buy	5,629 +912	+19%	+$181K	0.09%	222
2025 Q4	$941K	Buy	4,717 +1,229	+35%	+$233K	0.08%	246
2025 Q3	$654K	Buy	3,488 +65	+2%	+$12.1K	0.06%	283
2025 Q2	$630K	Sell	3,423 -765	-18%	-$132K	0.07%	275
2025 Q1	$681K	Buy	4,188 +511	+14%	+$90.9K	0.09%	229
2024 Q4	$647K	Buy	+3,677	New	+$665K	0.09%	221

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

Sovran Advisors's RSP Position: Q2 2026 in Review

Sovran Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 13% in Q2 2026, buying an estimated $144K and bringing the position to 6,334 shares worth $1.37M. The position accounts for 0.1% of the portfolio, ranked #219.

Sovran Advisors first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Sovran Advisors held 6,334 shares of Invesco S&P 500 Equal Weight ETF worth $1.37M as of Q2 2026.
Sovran Advisors bought 705 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $144K.
Invesco S&P 500 Equal Weight ETF made up 0.1% of Sovran Advisors's portfolio in Q2 2026, its #219 holding.
Sovran Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.