West Coast Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

West Coast Financial’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
2025 Q2	–	Sell	-6,310	Closed	-$1.09M	–	118
2025 Q1	$1.09M	Hold	6,310	–	–	0.12%	76
2024 Q4	$1.11M	Hold	6,310	–	–	0.12%	76
2024 Q3	$1.13M	Hold	6,310	–	–	0.12%	81
2024 Q2	$1.04M	Hold	6,310	–	–	0.12%	79
2024 Q1	$1.07M	Buy	6,310 +1,350	+27%	+$217K	0.13%	76
2023 Q4	$783K	Hold	4,960	–	–	0.1%	80
2023 Q3	$703K	Hold	4,960	–	–	0.1%	83
2023 Q2	$742K	Buy	+4,960	New	+$714K	0.11%	84
2020 Q4	–	Sell	-2,383	Closed	-$258K	–	121
2020 Q3	$258K	Buy	+2,383	New	+$257K	0.06%	98

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Coast Financial's RSP Position: Q2 2025 in Review

West Coast Financial sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 6,310 shares — an estimated $1.09M sold.

West Coast Financial first reported a position in RSP in Q3 2020 and held it in 9 quarters. The position peaked at $1.13M in Q3 2024. 1,952 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

West Coast Financial reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 6,310 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $1.09M.
West Coast Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and held it in 9 quarters.
West Coast Financial's Invesco S&P 500 Equal Weight ETF position peaked at $1.13M in Q3 2024.
1,952 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.