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Invesco S&P 500 Equal Weight ETF

RSP

Invesco S&P 500 Equal Weight ETF

Invesco S&P 500 Equal Weight ETF historical holders

total: 4

Giverny Capital Invesco S&P 500 Equal Weight ETF transactions over time

Total transactions:
1
New positions:
1
Held since:
2026 Q1
Held for:
1 quarter
Latest activity:
2026 Q1
Francois Rochon has been an institutional investor in Invesco S&P 500 Equal Weight ETF (RSP) since 2026 Q1. According to 2026 Q1 report, Francois Rochon holds 6,105 shares with a market value of roughly $1.17M representing 0.04% of their equity portfolio. The fund/company first acquired RSP in 2026 Q1, initially purchasing 6,105 shares.

Does Francois Rochon still hold RSP?

Yes, Francois Rochon continues to hold Invesco S&P 500 Equal Weight ETF (RSP). According to their 2026 Q1 report, they maintain a position of 6,105 shares valued at approximately $1.17M, representing 0.04% of their equity portfolio.

When did Francois Rochon first invest in RSP?

Francois Rochon first invested in Invesco S&P 500 Equal Weight ETF (RSP) in 2026 Q1 at the reported quarter-end price of $191.92 per share, acquiring 6,105 shares in their initial purchase.

What is Francois Rochon's average cost basis for RSP?

Based on historical transaction data, Francois Rochon's estimated cost basis for Invesco S&P 500 Equal Weight ETF (RSP) is approximately $191.92 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$191.92

RSP transactions history by Giverny Capital

1 result
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
0.04%
6,105
$191.92
$1,171,672
new
+0.04%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.