Abbot Financial Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Abbot Financial 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	$1.14M	Sell	5,340 -248	-4%	-$50.8K	0.39%	69
2026 Q1	$1.07M	Buy	5,588 +171	+3%	+$33.9K	0.45%	63
2025 Q4	$1.04M	Sell	5,417 -249	-4%	-$47.3K	0.43%	62
2025 Q3	$1.07M	Buy	5,666 +153	+3%	+$28.5K	0.46%	61
2025 Q2	$1M	Buy	5,513 +1,593	+41%	+$275K	0.46%	62
2025 Q1	$679K	Buy	3,920 +950	+32%	+$169K	0.35%	83
2024 Q4	$520K	Buy	2,970 +1,045	+54%	+$189K	0.26%	99
2024 Q3	$345K	Buy	+1,925	New	+$329K	0.17%	110

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

Abbot Financial Management's RSP Position: Q2 2026 in Review

Abbot Financial Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.4% in Q2 2026, selling an estimated $50.8K and leaving 5,340 shares worth $1.14M. The position accounts for 0.39% of the portfolio, ranked #69.

Abbot Financial Management first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Abbot Financial Management held 5,340 shares of Invesco S&P 500 Equal Weight ETF worth $1.14M as of Q2 2026.
Abbot Financial Management sold 248 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $50.8K.
Invesco S&P 500 Equal Weight ETF made up 0.39% of Abbot Financial Management's portfolio in Q2 2026, its #69 holding.
Abbot Financial Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.