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Stonebridge Financial Group (Pennsylvania)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Stonebridge Financial Group (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 		$202K Sell
951
-17,524
-95% -$3.59M 0.02% 270
2026
Q1 		$3.55M Buy
+18,475
New +$3.66M 0.29% 86
2025
Q3 		– Sell
-2,512
Closed -$457K – 251
2025
Q2 		$457K Buy
2,512
+214
+9% +$36.9K 0.04% 159
2025
Q1 		$398K Buy
2,298
+344
+18% +$61.2K 0.04% 162
2024
Q4 		$342K Buy
+1,954
New +$353K 0.04% 178

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s RSP Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 95% in Q2 2026, selling an estimated $3.59M and leaving 951 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #270.

Stonebridge Financial Group (Pennsylvania) first reported a position in RSP in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.55M in Q1 2026. 2,016 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 951 shares of Invesco S&P 500 Equal Weight ETF worth $202K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 17,524 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $3.59M.
  • Invesco S&P 500 Equal Weight ETF made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #270 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 5 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s Invesco S&P 500 Equal Weight ETF position peaked at $3.55M in Q1 2026.
  • 2,016 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.