Benchmark Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Benchmark Investment Advisors’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	$360K	Sell	1,693 -345	-17%	-$70.6K	0.16%	63
2026 Q1	$391K	Buy	+2,038	New	+$404K	0.23%	61
2025 Q3	$685K	Buy	+3,612	New	+$673K	0.4%	48
2025 Q1	$750K	Sell	4,330 -10	-0.2%	-$1.78K	0.49%	51
2024 Q4	$760K	Sell	4,340 -148	-3%	-$26.8K	0.49%	46
2024 Q3	$804K	Sell	4,488 -157	-3%	-$26.8K	0.57%	44
2024 Q2	$763K	Buy	4,645 +28	+0.6%	+$4.61K	0.55%	42
2024 Q1	$782K	Sell	4,617 -339	-7%	-$54.4K	0.62%	44
2023 Q4	$782K	Sell	4,956 -212	-4%	-$30.8K	0.72%	39
2023 Q3	$732K	Buy	5,168 +22	+0.4%	+$3.29K	0.74%	41
2023 Q2	$770K	Buy	5,146 +23	+0.4%	+$3.31K	0.71%	42
2023 Q1	$741K	Buy	5,123 +25	+0.5%	+$3.66K	0.76%	44
2022 Q4	$720K	Buy	5,098 +21	+0.4%	+$2.94K	0.76%	46
2022 Q3	$646K	Sell	5,077 -251	-5%	-$35.4K	0.7%	48
2022 Q2	$715K	Buy	5,328 +27	+0.5%	+$3.95K	0.75%	45
2022 Q1	$836K	Buy	5,301 +21	+0.4%	+$3.27K	0.63%	45
2021 Q4	$859K	Buy	+5,280	New	+$834K	0.71%	46

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

Benchmark Investment Advisors's RSP Position: Q2 2026 in Review

Benchmark Investment Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 17% in Q2 2026, selling an estimated $70.6K and leaving 1,693 shares worth $360K. The position accounts for 0.16% of the portfolio, ranked #63.

Benchmark Investment Advisors first reported a position in RSP in Q4 2021 and has held it in 17 quarters since. The position peaked at $859K in Q4 2021. 2,318 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Benchmark Investment Advisors held 1,693 shares of Invesco S&P 500 Equal Weight ETF worth $360K as of Q2 2026.
Benchmark Investment Advisors sold 345 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $70.6K.
Invesco S&P 500 Equal Weight ETF made up 0.16% of Benchmark Investment Advisors's portfolio in Q2 2026, its #63 holding.
Benchmark Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 17 quarters since.
Benchmark Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $859K in Q4 2021.
2,318 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.