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Sterling Investment Advisors (Pennsylvania)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$4.24M Sell
19,949
-340
-2% -$69.6K 0.71% 43
2026
Q1 		$3.89M Sell
20,289
-163
-0.8% -$32.3K 0.71% 46
2025
Q4 		$3.92M Buy
20,452
+107
+0.5% +$20.3K 0.72% 44
2025
Q3 		$3.86M Sell
20,345
-33
-0.2% -$6.15K 0.75% 41
2025
Q2 		$3.7M Buy
20,378
+373
+2% +$64.4K 0.81% 38
2025
Q1 		$3.47M Buy
20,005
+5,413
+37% +$963K 0.83% 36
2024
Q4 		$2.56M Buy
14,592
+1,321
+10% +$239K 0.62% 52
2024
Q3 		$2.38M Buy
13,271
+807
+6% +$138K 0.6% 54
2024
Q2 		$2.05M Buy
12,464
+3,210
+35% +$528K 0.55% 55
2024
Q1 		$1.57M Buy
9,254
+3,266
+55% +$524K 0.44% 63
2023
Q4 		$945K Buy
5,988
+525
+10% +$76.3K 0.29% 75
2023
Q3 		$774K Buy
5,463
+2,663
+95% +$398K 0.27% 81
2023
Q2 		$419K Buy
+2,800
New +$403K 0.14% 100
2022
Q2 		– Sell
-4
Closed -$1K – 614
2022
Q1 		$1K Hold
4
– – ﹤0.01% 563
2021
Q4 		$1K Buy
+4
New +$632 ﹤0.01% 550

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Sterling Investment Advisors (Pennsylvania)'s RSP Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.7% in Q2 2026, selling an estimated $69.6K and leaving 19,949 shares worth $4.24M. The position accounts for 0.71% of the portfolio, ranked #43.

Sterling Investment Advisors (Pennsylvania) first reported a position in RSP in Q4 2021 and has held it in 15 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 19,949 shares of Invesco S&P 500 Equal Weight ETF worth $4.24M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 340 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $69.6K.
  • Invesco S&P 500 Equal Weight ETF made up 0.71% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #43 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 15 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.