4J Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

4J Wealth Management’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	$329K	Sell	1,545 -1,185	-43%	-$243K	0.16%	80
2026 Q1	$524K	Buy	2,730 +1,185	+77%	+$235K	0.3%	53
2025 Q4	$296K	Hold	1,545	–	–	0.17%	75
2025 Q3	$293K	Hold	1,545	–	–	0.17%	75
2025 Q2	$281K	Hold	1,545	–	–	0.19%	76
2025 Q1	$268K	Hold	1,545	–	–	0.21%	76
2024 Q4	$271K	Buy	+1,545	New	+$279K	0.22%	71

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

4J Wealth Management's RSP Position: Q2 2026 in Review

4J Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 43% in Q2 2026, selling an estimated $243K and leaving 1,545 shares worth $329K. The position accounts for 0.16% of the portfolio, ranked #80.

4J Wealth Management first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $524K in Q1 2026. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

4J Wealth Management held 1,545 shares of Invesco S&P 500 Equal Weight ETF worth $329K as of Q2 2026.
4J Wealth Management sold 1,185 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $243K.
Invesco S&P 500 Equal Weight ETF made up 0.16% of 4J Wealth Management's portfolio in Q2 2026, its #80 holding.
4J Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
4J Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $524K in Q1 2026.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.