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Summit Global Investments’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Summit Global Investments’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
-1,534
Closed -$266K – 518
2025
Q1 		$266K Buy
+1,534
New +$273K 0.02% 380
2024
Q2 		– Sell
-1,207
Closed -$204K – 567
2024
Q1 		$204K Sell
1,207
-473
-28% -$76K 0.02% 480
2023
Q4 		$265K Buy
+1,680
New +$244K 0.02% 450

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 $2.7B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Global Investments's RSP Position: Q2 2025 in Review

Summit Global Investments sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 1,534 shares — an estimated $266K sold.

Summit Global Investments first reported a position in RSP in Q4 2023 and held it in 3 quarters. The position peaked at $266K in Q1 2025. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

  • Summit Global Investments reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Summit Global Investments sold 1,534 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $266K.
  • Summit Global Investments first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and held it in 3 quarters.
  • Summit Global Investments's Invesco S&P 500 Equal Weight ETF position peaked at $266K 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 Summit Global Investments's 13F filing for Q2 2025, filed 12 Aug 2025.