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

Axim Planning & 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	$219K	Buy	+1,028	New	+$210K	0.31%	81
2026 Q1	–	Sell	-1,586	Closed	-$304K	–	91
2025 Q4	$304K	Sell	1,586 -487	-23%	-$92.4K	0.32%	49
2025 Q3	$393K	Sell	2,073 -24	-1%	-$4.47K	0.31%	39
2025 Q2	$381K	Buy	2,097 +179	+9%	+$30.9K	0.35%	23
2025 Q1	$332K	Buy	+1,918	New	+$341K	0.29%	14
2022 Q4	–	Sell	-984	Closed	-$125K	–	139
2022 Q3	$125K	Buy	984 +109	+12%	+$15.4K	0.12%	27
2022 Q2	$117K	Buy	+875	New	+$128K	0.09%	24

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

Axim Planning & Wealth's RSP Position: Q2 2026 in Review

Axim Planning & Wealth opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 1,028 shares worth $219K. The stake represents 0.31% of the portfolio and ranks #81 among its holdings. This is a return to the name: Axim Planning & Wealth previously reported a position in RSP as recently as Q4 2025.

Axim Planning & Wealth first reported a position in RSP in Q2 2022 and has held it in 7 quarters since. The position peaked at $393K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Axim Planning & Wealth held 1,028 shares of Invesco S&P 500 Equal Weight ETF worth $219K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Axim Planning & Wealth position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.31% of Axim Planning & Wealth's portfolio in Q2 2026, its #81 holding.
Axim Planning & Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and has held it in 7 quarters since.
Axim Planning & Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $393K in Q3 2025.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.