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Wellington-Altus USA’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wellington-Altus USA’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 		$19.2K Sell
100
-5,602
-98% -$1.15M 0.01% 506
2026
Q1 		$1.21M Buy
5,702
+5,446
+2,127% +$1.08M 0.71% 27
2025
Q4 		$49K Buy
+256
New +$48.6K 0.04% 296

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

Wellington-Altus USA's RSP Position: Q2 2026 in Review

Wellington-Altus USA reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 98% in Q2 2026, selling an estimated $1.15M and leaving 100 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #506.

Wellington-Altus USA first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.21M in Q1 2026. 2,320 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Wellington-Altus USA held 100 shares of Invesco S&P 500 Equal Weight ETF worth $19.2K as of Q2 2026.
  • Wellington-Altus USA sold 5,602 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.15M.
  • Invesco S&P 500 Equal Weight ETF made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #506 holding.
  • Wellington-Altus USA first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Invesco S&P 500 Equal Weight ETF position peaked at $1.21M in Q1 2026.
  • 2,320 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.