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RSPRSP
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Position history for WAWaverly Advisors, LLC's holdings in INVESCO S&P 500 EQUAL WEIGHT

Waverly Advisors, LLC holds 456,889 shares of RSP (INVESCO S&P 500 EQUAL WEIGHT), worth $97.2M as of 2026-Q2. The position was decreased (-3.3% shares). RSP represents 0.6% of Waverly Advisors, LLC's portfolio.

Current Value

$97.2M

Current Shares

456,889

Total Value Change

+$2.5M

Total Shares Change

-71,973

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
456,889
-3.3%
$97.2M0.6%$212.77
0
2026-Q1
Increased
472,602
+5.8%
$90.7M0.7%$191.18
45
2025-Q4
Decreased
446,606
-9.8%
$85.6M0.7%$190.01
0
2025-Q3
Decreased
495,033
-7.1%
$93.9M0.9%$187.42
0
2025-Q2
Decreased
532,828
-8.8%
$96.8M1.1%$178.77
0
2025-Q1
Increased
584,437
+2.6%
$101.2M1.2%$169.71
48
2024-Q4
Increased
569,742
+7.7%
$99.8M1.5%$170.85
51
2024-Q3
Decreased
528,862
-1.9%
$94.8M1.7%$174.07
0

Other major holders of RSP: MORGAN STANLEY, Steward Partners Investment Advisory, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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