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Stonegate Investment Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Stonegate Investment Group’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 		$8.59M Sell
45,303
-4,000
-8% -$745K 0.2% 62
2025
Q2 		$8.96M Buy
49,303
+43,462
+744% +$7.5M 0.23% 55
2025
Q1 		$1.01M Buy
5,841
+962
+20% +$171K 0.03% 152
2024
Q4 		$855K Buy
+4,879
New +$882K 0.02% 166

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

Stonegate Investment Group's RSP Position: Q3 2025 in Review

Stonegate Investment Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 8.1% in Q3 2025, selling an estimated $745K and leaving 45,303 shares worth $8.59M. The position accounts for 0.2% of the portfolio, ranked #62.

Stonegate Investment Group first reported a position in RSP in Q4 2024 and has held it in 4 quarters since. The position peaked at $8.96M in Q2 2025. 1,948 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

  • Stonegate Investment Group held 45,303 shares of Invesco S&P 500 Equal Weight ETF worth $8.59M as of Q3 2025.
  • Stonegate Investment Group sold 4,000 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $745K.
  • Invesco S&P 500 Equal Weight ETF made up 0.2% of Stonegate Investment Group's portfolio in Q3 2025, its #62 holding.
  • Stonegate Investment Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 4 quarters since.
  • Stonegate Investment Group's Invesco S&P 500 Equal Weight ETF position peaked at $8.96M in Q2 2025.
  • 1,948 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.