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

Abound 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 		$722K Sell
3,394
-1,941
-36% -$397K 0.14% 47
2026
Q1 		$1.02M Buy
5,335
+674
+14% +$134K 0.23% 36
2025
Q4 		$893K Buy
4,661
+636
+16% +$121K 0.21% 36
2025
Q3 		$763K Buy
4,025
+17
+0.4% +$3.17K 0.19% 36
2025
Q2 		$728K Sell
4,008
-41
-1% -$7.08K 0.21% 35
2025
Q1 		$701K Buy
4,049
+18
+0.4% +$3.2K 0.23% 35
2024
Q4 		$706K Buy
4,031
+63
+2% +$11.4K 0.23% 35
2024
Q3 		$711K Buy
3,968
+8
+0.2% +$1.37K 0.24% 33
2024
Q2 		$651K Buy
3,960
+8
+0.2% +$1.32K 0.24% 34
2024
Q1 		$669K Buy
3,952
+3,786
+2,281% +$608K 0.26% 31
2023
Q4 		$26.3K Buy
166
+8
+5% +$1.16K 0.01% 215
2023
Q3 		$22.4K Hold
158
– – 0.01% 204
2023
Q2 		$23.7K Hold
158
– – 0.01% 199
2023
Q1 		$22.9K Hold
158
– – 0.01% 193
2022
Q4 		$22.4K Hold
158
– – 0.01% 182
2022
Q3 		$20.2K Buy
+158
New +$22.3K 0.01% 187

Other funds holding RSP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Abound Wealth Management's RSP Position: Q2 2026 in Review

Abound Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 36% in Q2 2026, selling an estimated $397K and leaving 3,394 shares worth $722K. The position accounts for 0.14% of the portfolio, ranked #47.

Abound Wealth Management first reported a position in RSP in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.02M in Q1 2026. 497 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Abound Wealth Management held 3,394 shares of Invesco S&P 500 Equal Weight ETF worth $722K as of Q2 2026.
  • Abound Wealth Management sold 1,941 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $397K.
  • Invesco S&P 500 Equal Weight ETF made up 0.14% of Abound Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Abound Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.02M in Q1 2026.
  • 497 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.