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

Atticus 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 		$464K Sell
2,183
-6,275
-74% -$1.28M 0.11% 115
2026
Q1 		$1.62M Sell
8,458
-485
-5% -$96.1K 0.44% 42
2025
Q4 		$1.71M Buy
8,943
+1,052
+13% +$200K 0.42% 46
2025
Q3 		$1.5M Buy
7,891
+3,351
+74% +$624K 0.38% 46
2025
Q2 		$825K Buy
4,540
+2,950
+186% +$509K 0.22% 61
2025
Q1 		$275K Sell
1,590
-60
-4% -$10.7K 0.09% 102
2024
Q4 		$289K Buy
1,650
+4
+0.2% +$723 0.09% 94
2024
Q3 		$295K Buy
1,646
+5
+0.3% +$854 0.09% 97
2024
Q2 		$270K Sell
1,641
-1,049
-39% -$173K 0.09% 98
2024
Q1 		$456K Buy
2,690
+9
+0.3% +$1.45K 0.15% 71
2023
Q4 		$423K Sell
2,681
-3,148
-54% -$457K 0.15% 79
2023
Q3 		$826K Buy
5,829
+524
+10% +$78.3K 0.32% 44
2023
Q2 		$794K Sell
5,305
-1,939
-27% -$279K 0.29% 46
2023
Q1 		$1.05M Buy
7,244
+32
+0.4% +$4.69K 0.4% 40
2022
Q4 		$1.02M Buy
7,212
+6,452
+849% +$902K 0.42% 43
2022
Q3 		$102K Hold
760
– – 0.05% 162
2022
Q2 		$102K Buy
760
+1
+0.1% +$146 0.04% 181
2022
Q1 		$120K Hold
759
– – 0.04% 184
2021
Q4 		$123K Buy
759
+1
+0.1% +$158 0.05% 151
2021
Q3 		$114K Hold
758
– – 0.05% 149
2021
Q2 		$114K Buy
758
+1
+0.1% +$149 0.05% 154
2021
Q1 		$107K Sell
757
-380
-33% -$51.3K 0.05% 151
2020
Q4 		$145K Buy
1,137
+1
+0.1% +$119 0.07% 130
2020
Q3 		$123K Buy
1,136
+169
+17% +$18.2K 0.07% 118
2020
Q2 		$98K Sell
967
-606
-39% -$58.4K 0.06% 132
2020
Q1 		$132K Sell
1,573
-311
-17% -$33K 0.11% 99
2019
Q4 		$218K Buy
+1,884
New +$209K 0.14% 83

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

Atticus Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 74% in Q2 2026, selling an estimated $1.28M and leaving 2,183 shares worth $464K. The position accounts for 0.11% of the portfolio, ranked #115.

Atticus Wealth Management first reported a position in RSP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.71M in Q4 2025. 964 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Atticus Wealth Management held 2,183 shares of Invesco S&P 500 Equal Weight ETF worth $464K as of Q2 2026.
  • Atticus Wealth Management sold 6,275 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.28M.
  • Invesco S&P 500 Equal Weight ETF made up 0.11% of Atticus Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Atticus Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.71M in Q4 2025.
  • 964 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.