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

SVB Wealth’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 Q2	$380K	Buy	+1,787	New	+$366K	0.02%	296
2026 Q1	–	Sell	-1,239	Closed	-$237K	–	404
2025 Q4	$237K	Buy	+1,239	New	+$235K	0.01%	365
2025 Q3	–	Sell	-3,994	Closed	-$726K	–	425
2025 Q2	$726K	Sell	3,994 -2,804	-41%	-$484K	0.04%	257
2025 Q1	$1.18M	Buy	6,798 +2,431	+56%	+$432K	0.05%	143
2024 Q4	$765K	Buy	+4,367	New	+$790K	0.01%	366
2024 Q3	–	Sell	-1,653	Closed	-$272K	–	482
2024 Q2	$272K	Sell	1,653 -1,220	-42%	-$201K	0.01%	588
2024 Q1	$487K	Hold	2,873	–	–	0.01%	483
2023 Q4	$453K	Sell	2,873 -8,045	-74%	-$1.17M	0.01%	505
2023 Q3	$1.55M	Sell	10,918 -1,418	-11%	-$212K	0.03%	262
2023 Q2	$1.85M	Sell	12,336 -202	-2%	-$29.1K	0.03%	253
2023 Q1	$1.81M	Sell	12,538 -2,216	-15%	-$324K	0.03%	281
2022 Q4	$2.08M	Sell	14,754 -2,467	-14%	-$345K	0.03%	263
2022 Q3	$2.19M	Buy	17,221 +1,163	+7%	+$164K	0.03%	246
2022 Q2	$2.15M	Buy	16,058 +47	+0.3%	+$6.88K	0.03%	215
2022 Q1	$2.52M	Sell	16,011 -55	-0.3%	-$8.58K	0.03%	205
2021 Q4	$2.61M	Sell	16,066 -16,832	-51%	-$2.66M	0.04%	193
2021 Q3	$4.93M	Sell	32,898 -1,310	-4%	-$201K	0.06%	164
2021 Q2	$5.16M	Buy	34,208 +16,341	+91%	+$2.43M	0.07%	169
2021 Q1	$2.53M	Sell	17,867 -4,294	-19%	-$579K	0.04%	216
2020 Q4	$2.83M	Buy	22,161 +743	+3%	+$88.4K	0.04%	202
2020 Q3	$2.32M	Buy	21,418 +3,741	+21%	+$404K	0.04%	202
2020 Q2	$1.8M	Sell	17,677 -581	-3%	-$56K	0.03%	209
2020 Q1	$1.53M	Buy	18,258 +605	+3%	+$64.3K	0.04%	194
2019 Q4	$2.04M	Sell	17,653 -2,638	-13%	-$293K	0.04%	218
2019 Q3	$2.19M	Buy	20,291 +2,064	+11%	+$222K	0.04%	195
2019 Q2	$1.97M	Buy	+18,227	New	+$1.93M	0.07%	209

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

SVB Wealth's RSP Position: Q2 2026 in Review

SVB Wealth opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 1,787 shares worth $380K. The stake represents 0.02% of the portfolio and ranks #296 among its holdings. This is a return to the name: SVB Wealth previously reported a position in RSP as recently as Q4 2025.

SVB Wealth first reported a position in RSP in Q2 2019 and has held it in 26 quarters since. The position peaked at $5.16M in Q2 2021. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

SVB Wealth held 1,787 shares of Invesco S&P 500 Equal Weight ETF worth $380K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new SVB Wealth position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #296 holding.
SVB Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2019 and has held it in 26 quarters since.
SVB Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $5.16M in Q2 2021.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.