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Wellington Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wellington Group’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 		$209K Hold
980
– – 0.06% 143
2026
Q1 		$188K Sell
980
-195
-17% -$38.6K 0.06% 150
2025
Q4 		$225K Buy
+1,175
New +$223K 0.07% 134

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 Group's RSP Position: Q2 2026 in Review

Wellington Group held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 980 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #143.

Wellington Group first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. The position peaked at $225K in Q4 2025. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Wellington Group held 980 shares of Invesco S&P 500 Equal Weight ETF worth $209K as of Q2 2026.
  • Wellington Group left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.06% of Wellington Group's portfolio in Q2 2026, its #143 holding.
  • Wellington Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington Group's Invesco S&P 500 Equal Weight ETF position peaked at $225K in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.