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

Stewardship 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
2025
Q3 		– Sell
-1,238
Closed -$225K – 161
2025
Q2 		$225K Buy
1,238
+8
+0.7% +$1.38K 0.06% 137
2025
Q1 		$213K Sell
1,230
-6
-0.5% -$1.07K 0.06% 137
2024
Q4 		$217K Sell
1,236
-50
-4% -$9.04K 0.06% 144
2024
Q3 		$230K Buy
+1,286
New +$220K 0.07% 127
2023
Q4 		– Sell
-63,107
Closed -$8.94M – 46
2023
Q3 		$8.94M Sell
63,107
-56,474
-47% -$8.44M 3.49% 11
2023
Q2 		$17.9M Sell
119,581
-2,275
-2% -$328K 6.73% 3
2023
Q1 		$17.6M Buy
121,856
+52,061
+75% +$7.62M 6.77% 4
2022
Q4 		$9.86M Buy
69,795
+3,215
+5% +$450K 3.97% 8
2022
Q3 		$8.47M Buy
+66,580
New +$9.39M 3.67% 9

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stewardship Advisors's RSP Position: Q3 2025 in Review

Stewardship Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2025, closing a stake of 1,238 shares — an estimated $225K sold.

Stewardship Advisors first reported a position in RSP in Q3 2022 and held it in 9 quarters. The position peaked at $17.9M in Q2 2023. 1,949 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

  • Stewardship Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • Stewardship Advisors sold 1,238 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $225K.
  • Stewardship Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2022 and held it in 9 quarters.
  • Stewardship Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $17.9M in Q2 2023.
  • 1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Stewardship Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.