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

Avantax Planning 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	$441K	Buy	2,074 +1	+0%	+$205	0.01%	308
2026 Q1	$398K	Buy	2,073 +114	+6%	+$22.6K	0.01%	307
2025 Q4	$375K	Sell	1,959 -195	-9%	-$37K	0.01%	318
2025 Q3	$409K	Buy	+2,154	New	+$401K	0.01%	300
2023 Q3	–	Sell	-1,417	Closed	-$212K	–	384
2023 Q2	$212K	Buy	+1,417	New	+$204K	0.01%	350
2022 Q1	–	Sell	-1,256	Closed	-$204K	–	379
2021 Q4	$204K	Buy	+1,256	New	+$198K	0.01%	336
2018 Q4	–	Sell	-389	Closed	-$42K	–	1004
2018 Q3	$42K	Buy	+389	New	+$41.1K	﹤0.01%	528
2018 Q2	–	Sell	-482	Closed	-$48K	–	1219
2018 Q1	$48K	Buy	+482	New	+$49.3K	﹤0.01%	542

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

Avantax Planning Partners's RSP Position: Q2 2026 in Review

Avantax Planning Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.05% in Q2 2026, buying an estimated $205 and bringing the position to 2,074 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #308.

Avantax Planning Partners first reported a position in RSP in Q1 2018 and has held it in 8 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Avantax Planning Partners held 2,074 shares of Invesco S&P 500 Equal Weight ETF worth $441K as of Q2 2026.
Avantax Planning Partners bought 1 Invesco S&P 500 Equal Weight ETF share in Q2 2026, an estimated $205.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #308 holding.
Avantax Planning Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2018 and has held it in 8 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.