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Stone House Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Stone House Investment Management’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 		$403K Sell
2,100
-34
-2% -$6.74K 0.07% 47
2025
Q4 		$409K Buy
2,134
+7
+0.3% +$1.33K 0.06% 49
2025
Q3 		$403K Buy
2,127
+8
+0.4% +$1.49K 0.07% 52
2025
Q2 		$385K Sell
2,119
-2,054
-49% -$355K 0.07% 50
2025
Q1 		$723K Buy
4,173
+2,100
+101% +$373K 0.15% 36
2024
Q4 		$363K Buy
2,073
+111
+6% +$20.1K 0.09% 42
2024
Q3 		$352K Sell
1,962
-21,860
-92% -$3.73M 0.07% 42
2024
Q2 		$3.91M Sell
23,822
-6,516
-21% -$1.07M 1.02% 18
2024
Q1 		$5.14M Sell
30,338
-57,876
-66% -$9.29M 1.21% 19
2023
Q4 		$13.9M Sell
88,214
-99,237
-53% -$14.4M 4.8% 7
2023
Q3 		$26.6M Buy
187,451
+133,089
+245% +$19.9M 9.24% 4
2023
Q2 		$8.13M Buy
+54,362
New +$7.83M 2.95% 12
2019
Q2 		– Sell
-815
Closed -$85K – 163
2019
Q1 		$85K Buy
+815
New +$82.2K 0.04% 67
2018
Q3 		– Sell
-4,090
Closed -$417K – 56
2018
Q2 		$417K Buy
+4,090
New +$415K 0.27% 34

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
State of Wisconsin Investment Board
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

Stone House Investment Management's RSP Position: Q1 2026 in Review

Stone House Investment Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.6% in Q1 2026, selling an estimated $6.74K and leaving 2,100 shares worth $403K. The position accounts for 0.07% of the portfolio, ranked #47.

Stone House Investment Management first reported a position in RSP in Q2 2018 and has held it in 14 quarters since. The position peaked at $26.6M in Q3 2023. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Stone House Investment Management held 2,100 shares of Invesco S&P 500 Equal Weight ETF worth $403K as of Q1 2026.
  • Stone House Investment Management sold 34 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $6.74K.
  • Invesco S&P 500 Equal Weight ETF made up 0.07% of Stone House Investment Management's portfolio in Q1 2026, its #47 holding.
  • Stone House Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and has held it in 14 quarters since.
  • Stone House Investment Management's Invesco S&P 500 Equal Weight ETF position peaked at $26.6M in Q3 2023.
  • 2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.