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Vista Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Vista Investment 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 		$881K Buy
4,138
+82
+2% +$16.8K 0.26% 101
2026
Q1 		$778K Buy
4,056
+183
+5% +$36.3K 0.26% 102
2025
Q4 		$742K Buy
3,873
+48
+1% +$9.11K 0.24% 102
2025
Q3 		$726K Sell
3,825
-196
-5% -$36.5K 0.25% 102
2025
Q2 		$731K Sell
4,021
-419
-9% -$72.3K 0.27% 101
2025
Q1 		$769K Sell
4,440
-5
-0.1% -$889 0.3% 97
2024
Q4 		$779K Buy
4,445
+1,252
+39% +$226K 0.3% 97
2024
Q3 		$572K Buy
3,193
+897
+39% +$153K 0.22% 110
2024
Q2 		$377K Buy
2,296
+196
+9% +$32.2K 0.15% 126
2024
Q1 		$356K Buy
2,100
+66
+3% +$10.6K 0.14% 134
2023
Q4 		$321K Buy
2,034
+417
+26% +$60.6K 0.15% 133
2023
Q3 		$229K Buy
+1,617
New +$242K 0.12% 149

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

Vista Investment Management's RSP Position: Q2 2026 in Review

Vista Investment Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2% in Q2 2026, buying an estimated $16.8K and bringing the position to 4,138 shares worth $881K. The position accounts for 0.26% of the portfolio, ranked #101.

Vista Investment Management first reported a position in RSP in Q3 2023 and has held it in 12 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Vista Investment Management held 4,138 shares of Invesco S&P 500 Equal Weight ETF worth $881K as of Q2 2026.
  • Vista Investment Management bought 82 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $16.8K.
  • Invesco S&P 500 Equal Weight ETF made up 0.26% of Vista Investment Management's portfolio in Q2 2026, its #101 holding.
  • Vista Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.