RSP β€” Invesco S&P 500 Equal Weight E

Ownership history in QUEST INVESTMENT MANAGEMENT LLC  Β·  9 quarters on record

AI Ownership Summary

QUEST INVESTMENT MANAGEMENT LLC reported Invesco S&P 500 Equal Weight E (RSP) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.85% in 2025 Q1. The latest visible filing shows RSP at 1.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was QUEST INVESTMENT MANAGEMENT LLC's position in Invesco S&P 500 Equal Weight E, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RSP was reported at 1.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.85% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How QUEST INVESTMENT MANAGEMENT LLC held RSP β€” position size vs. price
% of Fund (quarterly)    RSP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 85,491 +5,572 +7.0% 1.77% $16.4M 2026-02-14 (Est.) $202.01
2025 Q3 REDUCED 79,919 -1,238 -1.5% 1.59% $15.2M 2025-11-14 $185.80
2025 Q2 REDUCED 81,157 -51,606 -38.9% 1.62% $14.7M 2025-08-13 $185.19
2025 Q1 ADDED 132,763 +56,862 +74.9% 2.85% $23.0M 2025-05-14 $173.71
2024 Q4 REDUCED 75,901 -2,855 -3.6% 1.54% $13.3M 2025-02-13 $177.41
2024 Q3 ADDED 78,756 +60,188 +324.1% 1.65% $14.1M 2024-11-13 $179.18
2024 Q2 ADDED 18,568 +1,431 +8.4% 0.34% $3.1M 2024-08-13 $162.96
2024 Q1 REDUCED 17,137 -276 -1.6% 0.32% $2.9M 2024-05-14 $161.33
2023 Q4 INITIATED 17,413 β€” β€” 0.34% $2.7M 2024-02-13 $151.63

FAQ About QUEST INVESTMENT MANAGEMENT LLC and RSP

These are the practical questions this page is built to answer before you even open the full history table.

How long has QUEST INVESTMENT MANAGEMENT LLC reported owning RSP?

QUEST INVESTMENT MANAGEMENT LLC reported RSP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RSP position in QUEST INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for RSP was 2.85% in 2025 Q1.

What is the latest reported RSP position on this page?

The most recent filing on this page is 2025 Q4, when QUEST INVESTMENT MANAGEMENT LLC reported 85,491 shares, equal to 1.77% of portfolio, with an estimated market value of $16.4M.

What does the chart on this RSP ownership page compare?

The chart compares QUEST INVESTMENT MANAGEMENT LLC's quarterly RSP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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