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

Abound Financial’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	$1.57M	Sell	7,364 -341	-4%	-$69.8K	0.62%	20
2026 Q1	$1.48M	Sell	7,705 -455	-6%	-$90.2K	0.65%	21
2025 Q4	$1.56M	Sell	8,160 -441	-5%	-$83.7K	0.6%	22
2025 Q3	$1.63M	Sell	8,601 -269	-3%	-$50.1K	0.65%	24
2025 Q2	$1.61M	Sell	8,870 -64	-0.7%	-$11K	0.71%	24
2025 Q1	$1.55M	Sell	8,934 -523	-6%	-$93K	0.78%	24
2024 Q4	$1.66M	Buy	+9,457	New	+$1.71M	0.84%	24

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

Abound Financial's RSP Position: Q2 2026 in Review

Abound Financial reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.4% in Q2 2026, selling an estimated $69.8K and leaving 7,364 shares worth $1.57M. The position accounts for 0.62% of the portfolio, ranked #20.

Abound Financial first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.66M in Q4 2024. 2,315 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Abound Financial held 7,364 shares of Invesco S&P 500 Equal Weight ETF worth $1.57M as of Q2 2026.
Abound Financial sold 341 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $69.8K.
Invesco S&P 500 Equal Weight ETF made up 0.62% of Abound Financial's portfolio in Q2 2026, its #20 holding.
Abound Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
Abound Financial's Invesco S&P 500 Equal Weight ETF position peaked at $1.66M in Q4 2024.
2,315 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.