Ameritas Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Ameritas Advisory Services’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	$6.42M	Buy	30,175 +24,754	+457%	+$5.07M	0.13%	161
2026 Q1	$1.04M	Buy	5,421 +80	+1%	+$15.9K	0.04%	363
2025 Q4	$1.02M	Sell	5,341 -3,725	-41%	-$707K	0.04%	370
2025 Q3	$1.72M	Sell	9,066 -9,095	-50%	-$1.69M	0.11%	164
2025 Q2	$3.3M	Sell	18,161 -4,474	-20%	-$772K	0.17%	128
2025 Q1	$3.94M	Buy	22,635 +1,659	+8%	+$295K	0.16%	143
2024 Q4	$3.68M	Sell	20,976 -533	-2%	-$96.4K	0.13%	157
2024 Q3	$3.85M	Sell	21,509 -13,996	-39%	-$2.39M	0.17%	132
2024 Q2	$5.83M	Buy	35,505 +2,116	+6%	+$348K	0.22%	98
2024 Q1	$5.47M	Buy	33,389 +19,832	+146%	+$3.18M	0.23%	93
2023 Q4	$2.15M	Sell	13,557 -15,286	-53%	-$2.22M	0.12%	165
2023 Q3	$4.06M	Buy	28,843 +6,744	+31%	+$1.01M	0.2%	103
2023 Q2	$3.28M	Sell	22,099 -7,667	-26%	-$1.1M	0.42%	50
2023 Q1	$4.31M	Sell	29,766 -2,660	-8%	-$390K	0.22%	93
2022 Q4	$4.58M	Buy	32,426 +7,326	+29%	+$1.02M	0.21%	104
2022 Q3	$3.19M	Sell	25,100 -510	-2%	-$71.9K	0.19%	112
2022 Q2	$3.44M	Sell	25,610 -82	-0.3%	-$12K	0.2%	113
2022 Q1	$4.05M	Buy	25,692 +1,109	+5%	+$173K	0.15%	109
2021 Q4	$4M	Buy	+24,583	New	+$3.88M	0.15%	116

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

Ameritas Advisory Services's RSP Position: Q2 2026 in Review

Ameritas Advisory Services increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 457% in Q2 2026, buying an estimated $5.07M and bringing the position to 30,175 shares worth $6.42M. The position accounts for 0.13% of the portfolio, ranked #161.

Ameritas Advisory Services first reported a position in RSP in Q4 2021 and has held it in 19 quarters since. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Ameritas Advisory Services held 30,175 shares of Invesco S&P 500 Equal Weight ETF worth $6.42M as of Q2 2026.
Ameritas Advisory Services bought 24,754 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $5.07M.
Invesco S&P 500 Equal Weight ETF made up 0.13% of Ameritas Advisory Services's portfolio in Q2 2026, its #161 holding.
Ameritas Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.