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

Aries 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	$1.27M	Sell	5,958 -200	-3%	-$40.9K	0.25%	84
2026 Q1	$1.18M	Buy	6,158 +150	+2%	+$29.7K	0.26%	82
2025 Q4	$1.15M	Hold	6,008	–	–	0.25%	82
2025 Q3	$1.14M	Hold	6,008	–	–	0.27%	85
2025 Q2	$1.09M	Sell	6,008 -1,153	-16%	-$199K	0.29%	84
2025 Q1	$1.24M	Buy	7,161 +235	+3%	+$41.8K	0.34%	75
2024 Q4	$1.21M	Buy	6,926 +1,261	+22%	+$228K	0.33%	72
2024 Q3	$1.01M	Buy	5,665 +2,497	+79%	+$427K	0.28%	83
2024 Q2	$520K	Hold	3,168	–	–	0.16%	121
2024 Q1	$537K	Sell	3,168 -1,175	-27%	-$189K	0.17%	121
2023 Q4	$685K	Hold	4,343	–	–	0.24%	96
2023 Q3	$617K	Sell	4,343 -25	-0.6%	-$3.73K	0.24%	100
2023 Q2	$654K	Buy	4,368 +7	+0.2%	+$1.01K	0.25%	97
2023 Q1	$631K	Buy	4,361 +47	+1%	+$6.88K	0.26%	102
2022 Q4	$609K	Buy	4,314 +84	+2%	+$11.7K	0.26%	99
2022 Q3	$590K	Buy	4,230 +200	+5%	+$28.2K	0.26%	92
2022 Q2	$541K	Buy	+4,030	New	+$590K	0.25%	95
2022 Q1	–	Sell	-5,375	Closed	-$875K	–	192
2021 Q4	$875K	Buy	5,375 +450	+9%	+$71.1K	0.33%	75
2021 Q3	$738K	Buy	4,925 +1,680	+52%	+$257K	0.31%	79
2021 Q2	$489K	Buy	3,245 +470	+17%	+$70K	0.21%	97
2021 Q1	$403K	Buy	+2,775	New	+$374K	0.18%	112

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

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

Aries Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.2% in Q2 2026, selling an estimated $40.9K and leaving 5,958 shares worth $1.27M. The position accounts for 0.25% of the portfolio, ranked #84.

Aries Wealth Management first reported a position in RSP in Q1 2021 and has held it in 21 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Aries Wealth Management held 5,958 shares of Invesco S&P 500 Equal Weight ETF worth $1.27M as of Q2 2026.
Aries Wealth Management sold 200 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $40.9K.
Invesco S&P 500 Equal Weight ETF made up 0.25% of Aries Wealth Management's portfolio in Q2 2026, its #84 holding.
Aries Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and has held it in 21 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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