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Stonehage Fleming Financial Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Stonehage Fleming Financial Services’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 		$219K Hold
1,139
– – 0.01% 146
2025
Q4 		$218K Hold
1,139
– – 0.01% 138
2025
Q3 		$216K Hold
1,139
– – 0.01% 132
2025
Q2 		$207K Hold
1,139
– – 0.01% 137
2025
Q1 		$197K Hold
1,139
– – 0.01% 122
2024
Q4 		$200K Hold
1,139
– – 0.01% 137
2024
Q3 		$204K Hold
1,139
– – 0.01% 131
2024
Q2 		$187K Buy
+1,139
New +$187K 0.01% 130
2024
Q1 		– Sell
-1,139
Closed -$180K – 248
2023
Q4 		$180K Buy
+1,139
New +$165K 0.01% 130

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 $564B 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 $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $2.7B AUM 6.73% 1-Year Est. Return