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RSPRSP
19 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in INVESCO S&P 500 EQUAL WEIGHT

HB Wealth Management, LLC holds 230,643 shares of RSP (INVESCO S&P 500 EQUAL WEIGHT), worth $49.1M as of 2026-Q2. The position was increased (+1.0% shares). RSP represents 0.3% of HB Wealth Management, LLC's portfolio.

Current Value

$49.1M

Current Shares

230,643

Total Value Change

+$44.3M

Total Shares Change

+201,228

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
230,643
+1.0%
$49.1M0.3%$212.77
35
2026-Q1
Decreased
228,456
-0.9%
$43.8M0.3%$191.18
0
2025-Q4
Increased
230,519
+5.0%
$44.2M0.3%$190.01
37
2025-Q3
Increased
219,478
+12.6%
$41.6M0.3%$187.42
39
2025-Q2
Decreased
194,901
-2.5%
$35.4M0.3%$178.77
0
2025-Q1
Increased
199,948
+497.3%
$34.6M0.3%$169.71
56
2024-Q4
Increased
33,475
+17.1%
$5.9M0.1%$170.85
32
2024-Q3
Decreased
28,598
-6.7%
$5.1M0.1%$174.07
0
2024-Q2
Decreased
30,651
-5.3%
$5M0.1%$160.29
0
2024-Q1
Increased
32,354
+5.0%
$5.5M0.1%$164.59
28
2023-Q4
Decreased
30,819
-3.9%
$4.9M0.1%$152.71
0
2023-Q3
Increased
32,065
+0.2%
$4.5M0.1%$136.59
27
2023-Q2
Decreased
31,994
-8.0%
$4.8M0.1%$142.46
0
2023-Q1
Decreased
34,787
-0.6%
$5M0.1%$137.09
0
2022-Q4
Increased
34,996
+3.9%
$4.9M0.1%$134.31
28
2022-Q3
Decreased
33,683
-2.9%
$4.3M0.1%$119.56
0
2022-Q2
Increased
34,691
+1.0%
$4.7M0.1%$125.51
27
2022-Q1
Increased
34,339
+16.7%
$5.4M0.1%$146.68
38
2021-Q4
New
29,415
-
$4.8M0.1%$150.74
37

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

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