Balboa Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Balboa Wealth 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	$795K	Buy	3,738 +60	+2%	+$12.3K	0.11%	159
2026 Q1	$706K	Buy	3,678 +1,625	+79%	+$322K	0.12%	147
2025 Q4	$393K	Buy	2,053 +852	+71%	+$162K	0.07%	232
2025 Q3	$228K	Sell	1,201 -114	-9%	-$21.2K	0.04%	328
2025 Q2	$239K	Buy	+1,315	New	+$227K	0.05%	295

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

Balboa Wealth Partners's RSP Position: Q2 2026 in Review

Balboa Wealth Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.6% in Q2 2026, buying an estimated $12.3K and bringing the position to 3,738 shares worth $795K. The position accounts for 0.11% of the portfolio, ranked #159.

Balboa Wealth Partners first reported a position in RSP in Q2 2025 and has held it in 5 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Balboa Wealth Partners held 3,738 shares of Invesco S&P 500 Equal Weight ETF worth $795K as of Q2 2026.
Balboa Wealth Partners bought 60 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $12.3K.
Invesco S&P 500 Equal Weight ETF made up 0.11% of Balboa Wealth Partners's portfolio in Q2 2026, its #159 holding.
Balboa Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.