BlueChip Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

BlueChip Wealth 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	$8.99M	Buy	42,230 +1,586	+4%	+$325K	3.41%	5
2026 Q1	$7.8M	Buy	40,644 +14,503	+55%	+$2.87M	3.42%	7
2025 Q4	$5.01M	Buy	26,141 +893	+4%	+$170K	2.1%	15
2025 Q3	$4.79M	Sell	25,248 -2,025	-7%	-$377K	2.05%	18
2025 Q2	$4.96M	Buy	27,273 +2,353	+9%	+$406K	2.21%	12
2025 Q1	$4.32M	Sell	24,920 -4,841	-16%	-$861K	2.12%	13
2024 Q4	$5.22M	Sell	29,761 -2,190	-7%	-$396K	2.89%	9
2024 Q3	$5.72M	Sell	31,951 -602	-2%	-$103K	3%	8
2024 Q2	$5.35M	Sell	32,553 -3,606	-10%	-$593K	3.15%	9
2024 Q1	$6.12M	Sell	36,159 -17,382	-32%	-$2.79M	3.95%	5
2023 Q4	$8.45M	Buy	+53,541	New	+$7.78M	5.92%	2

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

BlueChip Wealth Advisors's RSP Position: Q2 2026 in Review

BlueChip Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.9% in Q2 2026, buying an estimated $325K and bringing the position to 42,230 shares worth $8.99M. The position accounts for 3.41% of the portfolio, ranked #5.

BlueChip Wealth Advisors first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

BlueChip Wealth Advisors held 42,230 shares of Invesco S&P 500 Equal Weight ETF worth $8.99M as of Q2 2026.
BlueChip Wealth Advisors bought 1,586 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $325K.
Invesco S&P 500 Equal Weight ETF made up 3.41% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #5 holding.
BlueChip Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.