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BOLTON SECURITIES CORPORATION’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$2.21M Buy
+11,641
New +$2.17M 0.1% 221
2025
Q1 		$1.46M Buy
+8,406
New +$1.49M 0.09% 258

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Texas Permanent School Fund
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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 $468B AUM 17.69% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's RSP Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2025: 11,641 shares worth $2.21M. The stake represents 0.1% of the portfolio and ranks #221 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in RSP as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in RSP in Q1 2025 and has held it in 2 quarters since. 1,960 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 11,641 shares of Invesco S&P 500 Equal Weight ETF worth $2.21M as of Q3 2025.
  • Invesco S&P 500 Equal Weight ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • Invesco S&P 500 Equal Weight ETF made up 0.1% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #221 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 2 quarters since.
  • 1,960 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.