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Appleton Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Appleton Partners’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 		$414K Buy
1,946
+326
+20% +$66.7K 0.03% 213
2026
Q1 		$311K Buy
1,620
+80
+5% +$15.9K 0.02% 231
2025
Q4 		$295K Hold
1,540
– – 0.02% 235
2025
Q3 		$292K Hold
1,540
– – 0.02% 228
2025
Q2 		$280K Sell
1,540
-30
-2% -$5.18K 0.02% 227
2025
Q1 		$272K Hold
1,570
– – 0.02% 222
2024
Q4 		$275K Sell
1,570
-90
-5% -$16.3K 0.02% 224
2024
Q3 		$297K Hold
1,660
– – 0.02% 221
2024
Q2 		$273K Hold
1,660
– – 0.02% 226
2024
Q1 		$281K Sell
1,660
-292
-15% -$46.9K 0.02% 237
2023
Q4 		$308K Hold
1,952
– – 0.02% 239
2023
Q3 		$277K Buy
1,952
+120
+7% +$17.9K 0.02% 249
2023
Q2 		$274K Buy
+1,832
New +$264K 0.02% 254
2022
Q2 		– Sell
-1,276
Closed -$201K – 304
2022
Q1 		$201K Buy
+1,276
New +$199K 0.02% 301

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
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Appleton Partners's RSP Position: Q2 2026 in Review

Appleton Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 20% in Q2 2026, buying an estimated $66.7K and bringing the position to 1,946 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #213.

Appleton Partners first reported a position in RSP in Q1 2022 and has held it in 14 quarters since. 574 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Appleton Partners held 1,946 shares of Invesco S&P 500 Equal Weight ETF worth $414K as of Q2 2026.
  • Appleton Partners bought 326 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $66.7K.
  • Invesco S&P 500 Equal Weight ETF made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #213 holding.
  • Appleton Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 14 quarters since.
  • 574 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.