Sugar Maple Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sugar Maple Asset 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
2025 Q2	–	Sell	-1,814	Closed	-$314K	–	83
2025 Q1	$314K	Buy	1,814 +332	+22%	+$59K	0.25%	52
2024 Q4	$260K	Sell	1,482 -183	-11%	-$33.1K	0.2%	52
2024 Q3	$298K	Buy	+1,665	New	+$284K	0.26%	49

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sugar Maple Asset Management's RSP Position: Q2 2025 in Review

Sugar Maple Asset Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 1,814 shares — an estimated $314K sold.

Sugar Maple Asset Management first reported a position in RSP in Q3 2024 and held it in 3 quarters. The position peaked at $314K in Q1 2025. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

Sugar Maple Asset Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
Sugar Maple Asset Management sold 1,814 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $314K.
Sugar Maple Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and held it in 3 quarters.
Sugar Maple Asset Management's Invesco S&P 500 Equal Weight ETF position peaked at $314K in Q1 2025.
1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Sugar Maple Asset Management's 13F filing for Q2 2025, filed 15 Aug 2025.