Stokes Family Office’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Stokes Family Office’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 Q1	$735K	Hold	3,830	–	–	0.08%	157
2025 Q4	$734K	Hold	3,830	–	–	0.07%	157
2025 Q3	$727K	Buy	3,830 +62	+2%	+$11.6K	0.07%	147
2025 Q2	$685K	Hold	3,768	–	–	0.07%	138
2025 Q1	$653K	Hold	3,768	–	–	0.07%	140
2024 Q4	$660K	Hold	3,768	–	–	0.07%	137
2024 Q3	$675K	Sell	3,768 -62	-2%	-$10.6K	0.07%	135
2024 Q2	$629K	Hold	3,830	–	–	0.07%	139
2024 Q1	$649K	Hold	3,830	–	–	0.08%	134
2023 Q4	$604K	Hold	3,830	–	–	0.08%	130
2023 Q3	$543K	Hold	3,830	–	–	0.06%	178
2023 Q2	$573K	Hold	3,830	–	–	0.07%	161
2023 Q1	$554K	Hold	3,830	–	–	0.07%	161
2022 Q4	$541K	Hold	3,830	–	–	0.07%	153
2022 Q3	$487K	Sell	3,830 -1,838	-32%	-$259K	0.07%	157
2022 Q2	$761K	Buy	+5,668	New	+$829K	0.1%	126

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Stokes Family Office's RSP Position: Q1 2026 in Review

Stokes Family Office held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 3,830 shares worth $735K. The position accounts for 0.08% of the portfolio, ranked #157.

Stokes Family Office first reported a position in RSP in Q2 2022 and has held it in 16 quarters since. The position peaked at $761K in Q2 2022. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Stokes Family Office held 3,830 shares of Invesco S&P 500 Equal Weight ETF worth $735K as of Q1 2026.
Stokes Family Office left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.08% of Stokes Family Office's portfolio in Q1 2026, its #157 holding.
Stokes Family Office first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and has held it in 16 quarters since.
Stokes Family Office's Invesco S&P 500 Equal Weight ETF position peaked at $761K in Q2 2022.
2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.