CARLSON FINANCIAL, INC.’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$340K	Buy	1,596 +45	+3%	+$9.21K	0.17%	136
2026 Q1	$298K	Sell	1,551 -8	-0.5%	-$1.58K	0.18%	131
2025 Q4	$299K	Buy	+1,559	New	+$296K	0.17%	133

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s RSP Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.9% in Q2 2026, buying an estimated $9.21K and bringing the position to 1,596 shares worth $340K. The position accounts for 0.17% of the portfolio, ranked #136.

CARLSON FINANCIAL, INC. first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

CARLSON FINANCIAL, INC. held 1,596 shares of Invesco S&P 500 Equal Weight ETF worth $340K as of Q2 2026.
CARLSON FINANCIAL, INC. bought 45 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $9.21K.
Invesco S&P 500 Equal Weight ETF made up 0.17% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #136 holding.
CARLSON FINANCIAL, INC. first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.