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AFT Forsyth & Company’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

AFT Forsyth & Company’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 		$388K Buy
1,823
+4
+0.2% +$819 0.19% 83
2026
Q1 		$349K Buy
1,819
+5
+0.3% +$991 0.16% 92
2025
Q4 		$348K Buy
1,814
+4
+0.2% +$759 0.15% 98
2025
Q3 		$343K Buy
1,810
+5
+0.3% +$932 0.16% 89
2025
Q2 		$328K Buy
1,805
+4
+0.2% +$690 0.17% 88
2025
Q1 		$312K Buy
1,801
+6
+0.3% +$1.07K 0.17% 101
2024
Q4 		$315K Sell
1,795
-46
-2% -$8.32K 0.15% 106
2024
Q3 		$330K Buy
1,841
+4
+0.2% +$683 0.16% 103
2024
Q2 		$302K Buy
1,837
+5
+0.3% +$822 0.15% 115
2024
Q1 		$310K Buy
1,832
+4
+0.2% +$642 0.18% 111
2023
Q4 		$288K Buy
1,828
+5
+0.3% +$726 0.18% 110
2023
Q3 		$258K Buy
1,823
+5
+0.3% +$747 0.19% 107
2023
Q2 		$272K Buy
1,818
+5
+0.3% +$720 0.19% 110
2023
Q1 		$262K Buy
1,813
+5
+0.3% +$732 0.2% 114
2022
Q4 		$255K Buy
1,808
+5
+0.3% +$699 0.22% 116
2022
Q3 		$230K Buy
1,803
+11
+0.6% +$1.55K 0.21% 119
2022
Q2 		$241K Sell
1,792
-70
-4% -$10.2K 0.19% 122
2022
Q1 		$294K Buy
1,862
+3
+0.2% +$468 0.19% 123
2021
Q4 		$303K Buy
1,859
+4
+0.2% +$632 0.16% 125
2021
Q3 		$278K Sell
1,855
-23
-1% -$3.52K 0.15% 133
2021
Q2 		$283K Buy
1,878
+3
+0.2% +$447 0.15% 135
2021
Q1 		$266K Buy
1,875
+2
+0.1% +$270 0.16% 132
2020
Q4 		$239K Buy
1,873
+3
+0.2% +$357 0.15% 134
2020
Q3 		$202K Buy
+1,870
New +$202K 0.15% 128
2020
Q1 		– Sell
-1,868
Closed -$216K – 145
2019
Q4 		$216K Buy
1,868
+3
+0.2% +$333 0.16% 133
2019
Q3 		$202K Buy
1,865
+3
+0.2% +$322 0.17% 130
2019
Q2 		$201K Buy
+1,862
New +$197K 0.17% 134
2013
Q3 		$166K Buy
2,544
+725
+40% +$46.8K 0.22% 113
2013
Q2 		$111K Buy
+1,819
New +$111K 0.16% 122

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

AFT Forsyth & Company's RSP Position: Q2 2026 in Review

AFT Forsyth & Company increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.22% in Q2 2026, buying an estimated $819 and bringing the position to 1,823 shares worth $388K. The position accounts for 0.19% of the portfolio, ranked #83.

AFT Forsyth & Company first reported a position in RSP in Q2 2013 and has held it in 29 quarters since. 2,315 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • AFT Forsyth & Company held 1,823 shares of Invesco S&P 500 Equal Weight ETF worth $388K as of Q2 2026.
  • AFT Forsyth & Company bought 4 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $819.
  • Invesco S&P 500 Equal Weight ETF made up 0.19% of AFT Forsyth & Company's portfolio in Q2 2026, its #83 holding.
  • AFT Forsyth & Company first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 29 quarters since.
  • 2,315 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.