Tilia Fiduciary Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Tilia Fiduciary Partners’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	$815K	Buy	4,247 +424	+11%	+$84K	0.45%	59
2025 Q4	$732K	Sell	3,823 -498	-12%	-$94.5K	0.4%	64
2025 Q3	$820K	Sell	4,321 -1,061	-20%	-$198K	0.47%	57
2025 Q2	$978K	Sell	5,382 -53	-1%	-$9.15K	0.6%	55
2025 Q1	$942K	Sell	5,435 -48	-0.9%	-$8.54K	0.63%	52
2024 Q4	$961K	Sell	5,483 -182	-3%	-$32.9K	0.66%	48
2024 Q3	$1.01M	Sell	5,665 -280	-5%	-$47.8K	0.7%	49
2024 Q2	$977K	Sell	5,945 -340	-5%	-$55.9K	0.76%	47
2024 Q1	$1.06M	Sell	6,285 -719	-10%	-$115K	0.86%	44
2023 Q4	$1.11M	Sell	7,004 -203	-3%	-$29.5K	1.03%	41
2023 Q3	$1.02M	Sell	7,207 -396	-5%	-$59.2K	1.06%	42
2023 Q2	$1.14M	Sell	7,603 -19	-0.2%	-$2.74K	1.02%	36
2023 Q1	$1.1M	Sell	7,622 -266	-3%	-$39K	1.05%	32
2022 Q4	$1.11M	Sell	7,888 -89	-1%	-$12.4K	1.07%	29
2022 Q3	$1.03M	Sell	7,977 -360	-4%	-$50.8K	1.04%	29
2022 Q2	$1.13M	Sell	8,337 -281	-3%	-$41.1K	1.08%	24
2022 Q1	$1.36M	Buy	8,618 +22	+0.3%	+$3.43K	1.15%	20
2021 Q4	$1.4M	Buy	+8,596	New	+$1.36M	1.12%	23

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 $2.26B AUM 7.02% 1-Year Est. Return

Tilia Fiduciary Partners's RSP Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q1 2026, buying an estimated $84K and bringing the position to 4,247 shares worth $815K. The position accounts for 0.45% of the portfolio, ranked #59.

Tilia Fiduciary Partners first reported a position in RSP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.4M in Q4 2021. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Tilia Fiduciary Partners held 4,247 shares of Invesco S&P 500 Equal Weight ETF worth $815K as of Q1 2026.
Tilia Fiduciary Partners bought 424 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $84K.
Invesco S&P 500 Equal Weight ETF made up 0.45% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #59 holding.
Tilia Fiduciary Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 18 quarters since.
Tilia Fiduciary Partners's Invesco S&P 500 Equal Weight ETF position peaked at $1.4M in Q4 2021.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.