TCV Trust & Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

TCV Trust & Wealth 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
2026 Q2	$221K	Buy	+1,036	New	+$212K	0.02%	218
2026 Q1	–	Sell	-1,132	Closed	-$217K	–	225
2025 Q4	$217K	Sell	1,132 -445	-28%	-$84.5K	0.02%	216
2025 Q3	$299K	Sell	1,577 -54	-3%	-$10.1K	0.03%	188
2025 Q2	$297K	Hold	1,631	–	–	0.03%	183
2025 Q1	$283K	Hold	1,631	–	–	0.03%	170
2024 Q4	$286K	Sell	1,631 -1,175	-42%	-$212K	0.03%	167
2024 Q3	$839K	Buy	2,806 +549	+24%	+$93.8K	0.08%	110
2024 Q2	$590K	Buy	2,257 +582	+35%	+$95.7K	0.06%	125
2024 Q1	$284K	Buy	1,675 +350	+26%	+$56.2K	0.03%	169
2023 Q4	$209K	Buy	+1,325	New	+$192K	0.02%	186

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

TCV Trust & Wealth Management's RSP Position: Q2 2026 in Review

TCV Trust & Wealth Management opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 1,036 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #218 among its holdings. This is a return to the name: TCV Trust & Wealth Management previously reported a position in RSP as recently as Q4 2025.

TCV Trust & Wealth Management first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $839K in Q3 2024. 2,301 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

TCV Trust & Wealth Management held 1,036 shares of Invesco S&P 500 Equal Weight ETF worth $221K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new TCV Trust & Wealth Management position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #218 holding.
TCV Trust & Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
TCV Trust & Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $839K in Q3 2024.
2,301 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.