Trail Ridge Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Trail Ridge Investment Advisors’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	$1.78M	Sell	8,348 -17	-0.2%	-$3.48K	0.75%	32
2026 Q1	$1.61M	Buy	8,365 +107	+1%	+$21.2K	0.7%	35
2025 Q4	$1.58M	Buy	8,258 +258	+3%	+$49K	0.68%	35
2025 Q3	$1.52M	Buy	8,000 +123	+2%	+$22.9K	0.68%	36
2025 Q2	$1.45M	Sell	7,877 -330	-4%	-$57K	0.7%	37
2025 Q1	$1.42M	Sell	8,207 -2,292	-22%	-$408K	0.73%	37
2024 Q4	$1.84M	Buy	10,499 +1,041	+11%	+$188K	0.87%	33
2024 Q3	$1.69M	Buy	9,458 +1,098	+13%	+$188K	0.81%	34
2024 Q2	$1.37M	Buy	8,360 +561	+7%	+$92.3K	0.71%	40
2024 Q1	$1.32M	Buy	+7,799	New	+$1.25M	0.75%	38

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

Trail Ridge Investment Advisors's RSP Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.2% in Q2 2026, selling an estimated $3.48K and leaving 8,348 shares worth $1.78M. The position accounts for 0.75% of the portfolio, ranked #32.

Trail Ridge Investment Advisors first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.84M in Q4 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Trail Ridge Investment Advisors held 8,348 shares of Invesco S&P 500 Equal Weight ETF worth $1.78M as of Q2 2026.
Trail Ridge Investment Advisors sold 17 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $3.48K.
Invesco S&P 500 Equal Weight ETF made up 0.75% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #32 holding.
Trail Ridge Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
Trail Ridge Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1.84M in Q4 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.