Waldron Private Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Waldron Private 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	$982K	Buy	4,613 +2,037	+79%	+$417K	0.03%	152
2026 Q1	$494K	Buy	+2,576	New	+$510K	0.02%	217

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

Waldron Private Wealth's RSP Position: Q2 2026 in Review

Waldron Private Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 79% in Q2 2026, buying an estimated $417K and bringing the position to 4,613 shares worth $982K. The position accounts for 0.03% of the portfolio, ranked #152.

Waldron Private Wealth first reported a position in RSP in Q1 2026 and has held it in 2 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Waldron Private Wealth held 4,613 shares of Invesco S&P 500 Equal Weight ETF worth $982K as of Q2 2026.
Waldron Private Wealth bought 2,037 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $417K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Waldron Private Wealth's portfolio in Q2 2026, its #152 holding.
Waldron Private Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2026 and has held it in 2 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.