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RSPRSP
17 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in INVESCO S&P 500 EQUAL WEIGHT

NewEdge Wealth, LLC holds 285,858 shares of RSP (INVESCO S&P 500 EQUAL WEIGHT), worth $60.8M as of 2026-Q2. The position was increased (+4.2% shares). RSP represents 0.6% of NewEdge Wealth, LLC's portfolio.

Current Value

$60.8M

Current Shares

285,858

Total Value Change

+$59.4M

Total Shares Change

+277,271

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
285,858
+4.2%
$60.8M0.6%$212.77
43
2026-Q1
Decreased
274,305
-6.0%
$52.6M0.6%$191.18
0
2025-Q4
Increased
291,902
+611.8%
$55.9M0.6%$190.01
67
2025-Q3
Decreased
41,011
-5.3%
$7.7M0.1%$187.42
0
2025-Q2
Decreased
43,302
-11.9%
$7.9M0.1%$178.77
0
2025-Q1
Decreased
49,179
-23.1%
$8.5M0.2%$169.71
0
2024-Q4
Increased
63,947
+27.7%
$11.2M0.2%$170.85
41
2024-Q3
Increased
50,075
+44.8%
$9M0.2%$174.07
45
2024-Q2
Decreased
34,575
-2.2%
$5.7M0.1%$160.29
0
2024-Q1
Increased
35,351
+189.3%
$5.7M0.1%$164.59
52
2023-Q4
Decreased
12,220
-6.2%
$1.9M0.0%$152.71
0
2023-Q3
Increased
13,032
+18.4%
$1.8M0.1%$136.59
30
2023-Q2
Increased
11,011
+438.7%
$1.6M0.1%$142.46
41
2023-Q1
Decreased
2,044
-17.0%
$295,6030.0%$137.09
0
2022-Q4
New
2,463
-
$347,8990.0%$134.31
33
2022-Q1
Exited
0
-100.0%
$00.0%$146.68
0
2021-Q4
New
8,587
-
$1.4M0.1%$150.74
35

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

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