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

YHB 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	$777K	Buy	3,650 +103	+3%	+$21.1K	0.05%	193
2026 Q1	$681K	Buy	3,547 +123	+4%	+$24.4K	0.05%	190
2025 Q4	$656K	Sell	3,424 -1,280	-27%	-$243K	0.05%	192
2025 Q3	$892K	Sell	4,704 -13,440	-74%	-$2.5M	0.07%	174
2025 Q2	$3.3M	Buy	18,144 +6,787	+60%	+$1.17M	0.25%	93
2025 Q1	$1.97M	Buy	11,357 +1,700	+18%	+$302K	0.16%	124
2024 Q4	$1.69M	Buy	9,657 +7,612	+372%	+$1.38M	0.14%	128
2024 Q3	$366K	Sell	2,045 -20	-1%	-$3.42K	0.03%	223
2024 Q2	$339K	Sell	2,065 -805	-28%	-$132K	0.03%	225
2024 Q1	$486K	Buy	2,870 +645	+29%	+$104K	0.04%	192
2023 Q4	$351K	Buy	2,225 +75	+3%	+$10.9K	0.03%	215
2023 Q3	$305K	Buy	+2,150	New	+$321K	0.03%	222

Other funds holding RSP

TPSF

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

YHB Investment Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.9% in Q2 2026, buying an estimated $21.1K and bringing the position to 3,650 shares worth $777K. The position accounts for 0.05% of the portfolio, ranked #193.

YHB Investment Advisors first reported a position in RSP in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.3M in Q2 2025. 847 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

YHB Investment Advisors held 3,650 shares of Invesco S&P 500 Equal Weight ETF worth $777K as of Q2 2026.
YHB Investment Advisors bought 103 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $21.1K.
Invesco S&P 500 Equal Weight ETF made up 0.05% of YHB Investment Advisors's portfolio in Q2 2026, its #193 holding.
YHB Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 12 quarters since.
YHB Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $3.3M in Q2 2025.
847 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.