Axiom Financial Strategies’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Axiom Financial Strategies’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	$69.6M	Buy	327,090 +6,228	+2%	+$1.27M	21.81%	1
2026 Q1	$61.6M	Buy	320,862 +118,897	+59%	+$23.6M	21.68%	1
2025 Q4	$38.7M	Buy	201,965 +7,191	+4%	+$1.37M	16.28%	2
2025 Q3	$36.9M	Buy	194,774 +172,676	+781%	+$32.2M	15.9%	2
2025 Q2	$4.02M	Buy	+22,098	New	+$3.81M	2.24%	14

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

Axiom Financial Strategies's RSP Position: Q2 2026 in Review

Axiom Financial Strategies increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.9% in Q2 2026, buying an estimated $1.27M and bringing the position to 327,090 shares worth $69.6M. The position accounts for 21.81% of the portfolio, ranked #1.

Axiom Financial Strategies first reported a position in RSP in Q2 2025 and has held it in 5 quarters since. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Axiom Financial Strategies held 327,090 shares of Invesco S&P 500 Equal Weight ETF worth $69.6M as of Q2 2026.
Axiom Financial Strategies bought 6,228 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.27M.
Invesco S&P 500 Equal Weight ETF made up 21.81% of Axiom Financial Strategies's portfolio in Q2 2026, its #1 holding.
Axiom Financial Strategies first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Axiom Financial Strategies's 13F filing for Q2 2026, filed 6 Aug 2026.