TAFW
RSP icon

Tred Avon Family Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Tred Avon Family 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 		$472K Buy
2,219
+427
+24% +$87.4K 0.14% 181
2026
Q1 		$344K Buy
1,792
+62
+4% +$12.3K 0.11% 207
2025
Q4 		$331K Hold
1,730
– – 0.11% 205
2025
Q3 		$328K Buy
+1,730
New +$322K 0.11% 197

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Tred Avon Family Wealth's RSP Position: Q2 2026 in Review

Tred Avon Family Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 24% in Q2 2026, buying an estimated $87.4K and bringing the position to 2,219 shares worth $472K. The position accounts for 0.14% of the portfolio, ranked #181.

Tred Avon Family Wealth first reported a position in RSP in Q3 2025 and has held it in 4 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Tred Avon Family Wealth held 2,219 shares of Invesco S&P 500 Equal Weight ETF worth $472K as of Q2 2026.
  • Tred Avon Family Wealth bought 427 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $87.4K.
  • Invesco S&P 500 Equal Weight ETF made up 0.14% of Tred Avon Family Wealth's portfolio in Q2 2026, its #181 holding.
  • Tred Avon Family Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.