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

Atlas Wealth’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	$3.52M	Sell	16,552 -308	-2%	-$63K	0.5%	55
2026 Q1	$3.24M	Sell	16,860 -1,745	-9%	-$346K	0.97%	32
2025 Q4	$3.56M	Sell	18,605 -6,928	-27%	-$1.32M	1.08%	31
2025 Q3	$4.84M	Sell	25,533 -61,203	-71%	-$11.4M	1.56%	22
2025 Q2	$15.9M	Sell	86,736 -49,333	-36%	-$8.52M	5.82%	3
2025 Q1	$23.6M	Buy	136,069 +2,059	+2%	+$366K	9.19%	1
2024 Q4	$23.5M	Buy	134,010 +1,721	+1%	+$311K	8.88%	2
2024 Q3	$23.7M	Buy	132,289 +107,207	+427%	+$18.3M	10.23%	1
2024 Q2	$4.11M	Buy	25,082 +11,688	+87%	+$1.92M	0.48%	52
2024 Q1	$2.27M	Buy	13,394 +5,211	+64%	+$837K	1.11%	22
2023 Q4	$1.16M	Hold	8,183	–	–	0.63%	24
2023 Q3	$1.16M	Hold	8,183	–	–	0.22%	67
2023 Q2	$1.25M	Hold	8,183	–	–	0.23%	69
2023 Q1	$1.18M	Buy	8,183 +413	+5%	+$60.5K	0.23%	71
2022 Q4	$1.1M	Buy	+7,770	New	+$1.09M	0.3%	55

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

Atlas Wealth's RSP Position: Q2 2026 in Review

Atlas Wealth reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.8% in Q2 2026, selling an estimated $63K and leaving 16,552 shares worth $3.52M. The position accounts for 0.5% of the portfolio, ranked #55.

Atlas Wealth first reported a position in RSP in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.7M in Q3 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Atlas Wealth held 16,552 shares of Invesco S&P 500 Equal Weight ETF worth $3.52M as of Q2 2026.
Atlas Wealth sold 308 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $63K.
Invesco S&P 500 Equal Weight ETF made up 0.5% of Atlas Wealth's portfolio in Q2 2026, its #55 holding.
Atlas Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
Atlas Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $23.7M in Q3 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.