Vestmark Advisory Solutions’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Vestmark Advisory Solutions’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	$3.46M	Sell	16,257 -1,048	-6%	-$214K	0.03%	502
2026 Q1	$3.32M	Buy	17,305 +6,437	+59%	+$1.28M	0.04%	448
2025 Q4	$2.08M	Buy	+10,868	New	+$2.06M	0.03%	563
2025 Q3	–	Sell	-79,042	Closed	-$14.4M	–	981
2025 Q2	$14.4M	Buy	+79,042	New	+$13.6M	0.21%	95
2023 Q3	–	Sell	-5,093	Closed	-$762K	–	781
2023 Q2	$762K	Sell	5,093 -19,187	-79%	-$2.76M	0.03%	512
2023 Q1	$3.51M	Buy	24,280 +6,851	+39%	+$1M	0.15%	179
2022 Q4	$2.46M	Buy	+17,429	New	+$2.44M	0.12%	243
2021 Q2	–	Sell	-1,568	Closed	-$222K	–	804
2021 Q1	$222K	Buy	+1,568	New	+$212K	0.02%	681
2019 Q4	–	Sell	-2,633	Closed	-$285K	–	475
2019 Q3	$285K	Hold	2,633	–	–	0.05%	425
2019 Q2	$284K	Hold	2,633	–	–	0.05%	426
2019 Q1	$275K	Buy	+2,633	New	+$266K	0.05%	420

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

Vestmark Advisory Solutions's RSP Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.1% in Q2 2026, selling an estimated $214K and leaving 16,257 shares worth $3.46M. The position accounts for 0.03% of the portfolio, ranked #502.

Vestmark Advisory Solutions first reported a position in RSP in Q1 2019 and has held it in 11 quarters since. The position peaked at $14.4M in Q2 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Vestmark Advisory Solutions held 16,257 shares of Invesco S&P 500 Equal Weight ETF worth $3.46M as of Q2 2026.
Vestmark Advisory Solutions sold 1,048 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $214K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #502 holding.
Vestmark Advisory Solutions first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2019 and has held it in 11 quarters since.
Vestmark Advisory Solutions's Invesco S&P 500 Equal Weight ETF position peaked at $14.4M in Q2 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.