Atomi Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Atomi Financial Group’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	$1.53M	Buy	7,207 +425	+6%	+$87K	0.04%	345
2026 Q1	$1.3M	Sell	6,782 -5,162	-43%	-$1.02M	0.04%	350
2025 Q4	$2.29M	Sell	11,944 -103	-0.9%	-$19.6K	0.07%	211
2025 Q3	$2.29M	Buy	12,047 +3,697	+44%	+$689K	0.07%	182
2025 Q2	$1.52M	Sell	8,350 -2,206	-21%	-$381K	0.06%	235
2025 Q1	$1.83M	Sell	10,556 -3,384	-24%	-$602K	0.08%	186
2024 Q4	$2.44M	Sell	13,940 -1,609	-10%	-$291K	0.12%	122
2024 Q3	$2.79M	Buy	15,549 +7,412	+91%	+$1.27M	0.17%	101
2024 Q2	$1.34M	Buy	8,137 +2,311	+40%	+$380K	0.1%	169
2024 Q1	$987K	Buy	5,826 +1,081	+23%	+$174K	0.09%	183
2023 Q4	$749K	Sell	4,745 -903	-16%	-$131K	0.1%	178
2023 Q3	$800K	Buy	+5,648	New	+$844K	0.27%	98

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

Atomi Financial Group's RSP Position: Q2 2026 in Review

Atomi Financial Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.3% in Q2 2026, buying an estimated $87K and bringing the position to 7,207 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #345.

Atomi Financial Group first reported a position in RSP in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.79M in Q3 2024. 2,320 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Atomi Financial Group held 7,207 shares of Invesco S&P 500 Equal Weight ETF worth $1.53M as of Q2 2026.
Atomi Financial Group bought 425 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $87K.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #345 holding.
Atomi Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 12 quarters since.
Atomi Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $2.79M in Q3 2024.
2,320 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.