How many shares of RSP does Sequoia Financial Advisors, LLC own?

As of 2026-Q2, Sequoia Financial Advisors, LLC holds 142,173 shares of RSP (INVESCO S&P 500 EQUAL WEIGHT).

What is Sequoia Financial Advisors, LLC's RSP position worth?

As of 2026-Q2, Sequoia Financial Advisors, LLC's RSP position is worth $30.3M.

Is Sequoia Financial Advisors, LLC buying or selling RSP?

In 2026-Q2, Sequoia Financial Advisors, LLC decreased their RSP position (-5.2% change in shares).

When did Sequoia Financial Advisors, LLC first buy RSP?

Based on available 13F filings, Sequoia Financial Advisors, LLC first reported a position in RSP in 2019-Q1. They have held the position across 30 quarters.

Back to

Sequoia Financial Advisors, LLC

RSP
30 quarters

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

Current Value

$30.3M

Current Shares

142,173

Total Value Change

+$8.1M

Total Shares Change

-69,759

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	142,173	-5.2%	$30.3M	0.2%	$211.97	0
2026-Q1	Increased	150,025	+2.6%	$28.8M	0.2%	$190.46	35
2025-Q4	Decreased	146,212	-4.2%	$28M	0.2%	$189.30	0
2025-Q3	Decreased	152,669	-0.3%	$29M	0.2%	$186.72	0
2025-Q2	Decreased	153,114	-1.5%	$27.8M	0.2%	$178.11	0
2025-Q1	Increased	155,378	+2.4%	$26.9M	0.2%	$169.08	35
2024-Q4	Decreased	151,713	-5.7%	$26.6M	0.3%	$170.21	0
2024-Q3	Decreased	160,932	-1.3%	$28.8M	0.3%	$173.42	0
2024-Q2	Decreased	163,088	-3.0%	$26.8M	0.3%	$158.39	0
2024-Q1	Decreased	168,089	-2.8%	$28.5M	0.4%	$162.64	0
2023-Q4	Increased	172,930	+7.0%	$27.3M	0.3%	$150.91	37
2023-Q3	Increased	161,631	+1.3%	$22.9M	0.4%	$134.97	34
2023-Q2	Decreased	159,529	-9.5%	$23.9M	0.4%	$141.93	0
2023-Q1	Decreased	176,210	-1.5%	$25.5M	0.6%	$136.58	0
2022-Q4	Increased	178,818	+6.2%	$25.3M	0.6%	$132.73	43
2022-Q3	Decreased	168,377	-8.3%	$21.4M	0.7%	$119.11	0
2022-Q2	Decreased	183,540	-1.9%	$24.6M	0.7%	$125.04	0
2022-Q1	Decreased	187,198	-1.3%	$29.5M	0.7%	$146.13	0
2021-Q4	Increased	189,739	+16.1%	$30.9M	0.8%	$150.17	47
2021-Q3	Decreased	163,433	-10.5%	$24.5M	2.5%	$137.84	0
2021-Q2	Increased	182,584	+0.4%	$27.5M	1.0%	$138.17	45
2021-Q1	Decreased	181,885	-0.3%	$25.8M	1.1%	$129.49	0
2020-Q4	Decreased	182,394	-5.0%	$23.3M	1.1%	$116.05	0
2020-Q3	Decreased	192,068	-0.1%	$20.8M	1.1%	$98.02	0
2020-Q2	Decreased	192,199	-1.5%	$19.6M	1.2%	$91.85	0
2020-Q1	Decreased	195,158	-1.7%	$16.4M	1.2%	$75.52	0
2019-Q4	New	198,493	-	$23M	1.5%	$103.01	65
2019-Q3	Exited	0	-100.0%	$0	0.0%	$95.82	0
2019-Q2	Decreased	204,854	-3.3%	$22.1M	1.6%	$95.11	0
2019-Q1	First report	211,932	-	$22.1M	1.8%	$91.73	0

Other major holders of RSP: MORGAN STANLEY, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

RSP30 quarters

RSP
30 quarters