WIA
RSP icon

Westbourne Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Westbourne Investment Advisors’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 		$382K Sell
1,793
-18
-1% -$3.68K 0.11% 86
2026
Q1 		$348K Buy
1,811
+7
+0.4% +$1.39K 0.1% 88
2025
Q4 		$346K Buy
1,804
+7
+0.4% +$1.33K 0.1% 86
2025
Q3 		$341K Buy
1,797
+8
+0.4% +$1.49K 0.1% 90
2025
Q2 		$325K Buy
1,789
+7
+0.4% +$1.21K 0.1% 88
2025
Q1 		$309K Sell
1,782
-167
-9% -$29.7K 0.11% 71
2024
Q4 		$341K Buy
1,949
+7
+0.4% +$1.27K 0.12% 68
2024
Q3 		$348K Buy
1,942
+6
+0.3% +$1.02K 0.12% 72
2024
Q2 		$318K Buy
1,936
+7
+0.4% +$1.15K 0.12% 74
2024
Q1 		$327K Buy
1,929
+7
+0.4% +$1.12K 0.12% 77
2023
Q4 		$303K Buy
1,922
+7
+0.4% +$1.02K 0.12% 75
2023
Q3 		$271K Buy
1,915
+7
+0.4% +$1.05K 0.12% 77
2023
Q2 		$285K Buy
1,908
+8
+0.4% +$1.15K 0.13% 80
2023
Q1 		$275K Hold
1,900
– – 0.13% 81
2022
Q4 		$268K Hold
1,900
– – 0.14% 80
2022
Q3 		$242K Hold
1,900
– – 0.13% 82
2022
Q2 		$255K Hold
1,900
– – 0.16% 72
2022
Q1 		$300K Hold
1,900
– – 0.12% 79
2021
Q4 		$309K Hold
1,900
– – 0.12% 83
2021
Q3 		$285K Hold
1,900
– – 0.13% 72
2021
Q2 		$286K Hold
1,900
– – 0.13% 74
2021
Q1 		$269K Hold
1,900
– – 0.13% 75
2020
Q4 		$242K Buy
+1,900
New +$226K 0.14% 73

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

Westbourne Investment Advisors's RSP Position: Q2 2026 in Review

Westbourne Investment Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.99% in Q2 2026, selling an estimated $3.68K and leaving 1,793 shares worth $382K. The position accounts for 0.11% of the portfolio, ranked #86.

Westbourne Investment Advisors first reported a position in RSP in Q4 2020 and has held it in 23 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Westbourne Investment Advisors held 1,793 shares of Invesco S&P 500 Equal Weight ETF worth $382K as of Q2 2026.
  • Westbourne Investment Advisors sold 18 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $3.68K.
  • Invesco S&P 500 Equal Weight ETF made up 0.11% of Westbourne Investment Advisors's portfolio in Q2 2026, its #86 holding.
  • Westbourne Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.