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

Ameliora 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	$417K	Buy	1,960 +171	+10%	+$35K	0.12%	80
2026 Q1	$343K	Sell	1,789 -7	-0.4%	-$1.39K	0.11%	82
2025 Q4	$344K	Hold	1,796	–	–	0.1%	85
2025 Q3	$341K	Sell	1,796 -1,548	-46%	-$288K	0.11%	82
2025 Q2	$608K	Sell	3,344 -99	-3%	-$17.1K	0.22%	60
2025 Q1	$596K	Hold	3,443	–	–	0.22%	56
2024 Q4	$603K	Sell	3,443 -130	-4%	-$23.5K	0.23%	55
2024 Q3	$640K	Sell	3,573 -3,399	-49%	-$581K	0.27%	47
2024 Q2	$1.15M	Sell	6,972 -25,545	-79%	-$4.2M	0.52%	39
2024 Q1	$5.51M	Sell	32,517 -753	-2%	-$121K	2.5%	11
2023 Q4	$5.25M	Sell	33,270 -14,748	-31%	-$2.14M	2.61%	11
2023 Q3	$6.8M	Sell	48,018 -5,028	-9%	-$751K	4.03%	5
2023 Q2	$7.94M	Sell	53,046 -1,179	-2%	-$170K	4.9%	4
2023 Q1	$7.84M	Buy	54,225 +2,413	+5%	+$353K	4.57%	5
2022 Q4	$7.32M	Buy	51,812 +27,563	+114%	+$3.85M	3.91%	7
2022 Q3	$3.12M	Hold	24,249	–	–	1.69%	19
2022 Q2	$3.25M	Buy	24,249 +136	+0.6%	+$19.9K	3.85%	6
2022 Q1	$3.5M	Buy	24,113 +256	+1%	+$39.9K	2.3%	9
2021 Q4	$3.54M	Buy	+23,857	New	+$3.77M	3.24%	9

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

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

Ameliora Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 9.6% in Q2 2026, buying an estimated $35K and bringing the position to 1,960 shares worth $417K. The position accounts for 0.12% of the portfolio, ranked #80.

Ameliora Wealth Management first reported a position in RSP in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.94M in Q2 2023. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Ameliora Wealth Management held 1,960 shares of Invesco S&P 500 Equal Weight ETF worth $417K as of Q2 2026.
Ameliora Wealth Management bought 171 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $35K.
Invesco S&P 500 Equal Weight ETF made up 0.12% of Ameliora Wealth Management's portfolio in Q2 2026, its #80 holding.
Ameliora Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
Ameliora Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $7.94M in Q2 2023.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.