Sunpointe’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sunpointe’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	$4.2M	Sell	21,894 -2,006	-8%	-$398K	1.38%	16
2025 Q4	$4.58M	Buy	23,900 +1,255	+6%	+$238K	1.52%	15
2025 Q3	$4.3M	Buy	22,645 +2,664	+13%	+$496K	1.55%	14
2025 Q2	$3.63M	Buy	19,981 +2,070	+12%	+$357K	1.44%	15
2025 Q1	$3.1M	Sell	17,911 -409	-2%	-$72.7K	1.65%	16
2024 Q4	$3.21M	Buy	18,320 +146	+0.8%	+$26.4K	1.61%	15
2024 Q3	$3.26M	Buy	18,174 +3,092	+21%	+$528K	2.68%	9
2024 Q2	$2.48M	Buy	15,082 +974	+7%	+$160K	1.61%	14
2024 Q1	$2.39M	Buy	14,108 +2,251	+19%	+$361K	2.66%	8
2023 Q4	$1.87M	Buy	+11,857	New	+$1.72M	2.38%	9

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sunpointe's RSP Position: Q1 2026 in Review

Sunpointe reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 8.4% in Q1 2026, selling an estimated $398K and leaving 21,894 shares worth $4.2M. The position accounts for 1.38% of the portfolio, ranked #16.

Sunpointe first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.58M in Q4 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Sunpointe held 21,894 shares of Invesco S&P 500 Equal Weight ETF worth $4.2M as of Q1 2026.
Sunpointe sold 2,006 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $398K.
Invesco S&P 500 Equal Weight ETF made up 1.38% of Sunpointe's portfolio in Q1 2026, its #16 holding.
Sunpointe first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
Sunpointe's Invesco S&P 500 Equal Weight ETF position peaked at $4.58M in Q4 2025.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.