RSP — INVESCO S&P 500 EQUAL

Ownership history in COWA, LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which COWA, LLC reported a position in INVESCO S&P 500 EQUAL (RSP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.31% (2020 Q4)
Avg. % of fund
1.1%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,895 +622 +3.4% 1.10% $3.6M $191.56
2025 Q3 ADDED 18,273 +519 +2.9% 1.15% $3.5M $188.95
2025 Q2 REDUCED 17,754 -24,277 -57.8% 1.23% $3.2M $180.24
2025 Q1 ADDED 42,031 +816 +2.0% 1.61% $3.8M $171.10
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    RSP price (monthly, adj. close)

Other funds also holding RSP

As of 2025 Q4 — sorted by position size

Bayview Asset Management, LLC 3Y 7Y 48.92% TEXAS PERMANENT SCHOOL FUND CORP 3Y 7Y 47.94% Trust Co of Tennessee 30.36% Spider Management Company, LLC 29.25% Schusterman Interests, LLC 3Y 27.4% Freedom Together Foundation 26.72% Naman Capital Ltda 3Y 23.06% MUSTICO FINANCIAL GROUP, INC. 22.53% North Peak Capital Management, LLC 3Y 7Y 22.37% LTG Capital LLC 3Y 22.14%
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