Steward Partners Investment Advisory’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Steward Partners Investment Advisory’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	$94.6M	Buy	444,688 +15,716	+4%	+$3.22M	0.48%	33
2026 Q1	$82.3M	Buy	428,972 +183,082	+74%	+$36.3M	0.42%	44
2025 Q4	$47.1M	Buy	245,890 +10,752	+5%	+$2.04M	0.26%	73
2025 Q3	$44.6M	Sell	235,138 -1,294	-0.5%	-$241K	0.26%	76
2025 Q2	$43M	Sell	236,432 -10,610	-4%	-$1.83M	0.34%	54
2025 Q1	$42.8M	Sell	247,042 -6,704	-3%	-$1.19M	0.38%	47
2024 Q4	$44.5M	Buy	253,746 +78,171	+45%	+$14.1M	0.39%	47
2024 Q3	$31.5M	Buy	175,575 +22,017	+14%	+$3.76M	0.29%	73
2024 Q2	$25.2M	Sell	153,558 -923	-0.6%	-$152K	0.27%	79
2024 Q1	$26.2M	Buy	154,481 +10,835	+8%	+$1.74M	0.29%	71
2023 Q4	$22.7M	Buy	143,646 +32,504	+29%	+$4.72M	0.31%	64
2023 Q3	$15.7M	Sell	111,142 -10,799	-9%	-$1.61M	0.24%	90
2023 Q2	$18.2M	Buy	121,941 +20,453	+20%	+$2.95M	0.27%	80
2023 Q1	$14.7M	Sell	101,488 -14,265	-12%	-$2.09M	0.23%	97
2022 Q4	$16.4M	Sell	115,753 -11,797	-9%	-$1.65M	0.28%	88
2022 Q3	$16.2M	Sell	127,550 -52,587	-29%	-$7.42M	0.3%	70
2022 Q2	$24.2M	Buy	180,137 +47,764	+36%	+$6.99M	0.44%	44
2022 Q1	$20.9M	Buy	132,373 +20,879	+19%	+$3.26M	0.32%	68
2021 Q4	$18.1M	Buy	111,494 +21,546	+24%	+$3.4M	0.28%	80
2021 Q3	$13.5M	Buy	89,948 +41,298	+85%	+$6.32M	0.23%	99
2021 Q2	$7.33M	Buy	48,650 +3,477	+8%	+$518K	0.12%	175
2021 Q1	$6.4M	Buy	45,173 +13,831	+44%	+$1.87M	0.11%	192
2020 Q4	$4M	Sell	31,342 -4,187	-12%	-$498K	0.09%	236
2020 Q3	$3.84M	Buy	35,529 +2,301	+7%	+$248K	0.1%	221
2020 Q2	$3.38M	Sell	33,228 -5,299	-14%	-$511K	0.1%	218
2020 Q1	$3.24M	Sell	38,527 -16,350	-30%	-$1.74M	0.12%	185
2019 Q4	$6.35M	Buy	54,877 +3,986	+8%	+$443K	0.19%	124
2019 Q3	$5.5M	Buy	50,891 +10,402	+26%	+$1.12M	0.19%	126
2019 Q2	$4.36M	Buy	40,489 +1,463	+4%	+$155K	0.16%	139
2019 Q1	$4.08M	Sell	39,026 -35,075	-47%	-$3.54M	0.17%	130
2018 Q4	$6.77M	Buy	74,101 +63,249	+583%	+$6.27M	0.33%	78
2018 Q3	$1.16M	Sell	10,852 -24,625	-69%	-$2.6M	0.06%	309
2018 Q2	$3.62M	Buy	35,477 +24,450	+222%	+$2.48M	0.22%	108
2018 Q1	$1.1M	Buy	11,027 +341	+3%	+$34.9K	0.08%	252
2017 Q4	$1.08M	Buy	10,686 +10	+0.1%	+$982	0.08%	222
2017 Q3	$1.02M	Sell	10,676 -809	-7%	-$75.7K	0.1%	186
2017 Q2	$1.06M	Buy	11,485 +1,242	+12%	+$114K	0.12%	167
2017 Q1	$930K	Buy	10,243 +722	+8%	+$64.8K	0.14%	134
2016 Q4	$824K	Buy	+9,521	New	+$804K	0.38%	57

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

Steward Partners Investment Advisory's RSP Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.7% in Q2 2026, buying an estimated $3.22M and bringing the position to 444,688 shares worth $94.6M. The position accounts for 0.48% of the portfolio, ranked #33.

Steward Partners Investment Advisory first reported a position in RSP in Q4 2016 and has held it in 39 quarters since. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Steward Partners Investment Advisory held 444,688 shares of Invesco S&P 500 Equal Weight ETF worth $94.6M as of Q2 2026.
Steward Partners Investment Advisory bought 15,716 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $3.22M.
Invesco S&P 500 Equal Weight ETF made up 0.48% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #33 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2016 and has held it in 39 quarters since.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.