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Cahill Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Cahill Financial 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 		$2.19M Sell
10,270
-53
-0.5% -$10.8K 0.21% 79
2026
Q1 		$1.98M Sell
10,323
-178
-2% -$35.3K 0.21% 78
2025
Q4 		$2.01M Sell
10,501
-173
-2% -$32.8K 0.22% 75
2025
Q3 		$2.02M Sell
10,674
-3,024
-22% -$563K 0.23% 74
2025
Q2 		$2.49M Sell
13,698
-383
-3% -$66.1K 0.31% 56
2025
Q1 		$2.44M Sell
14,081
-514
-4% -$91.4K 0.33% 51
2024
Q4 		$2.56M Sell
14,595
-499
-3% -$90.2K 0.35% 50
2024
Q3 		$2.7M Buy
15,094
+118
+0.8% +$20.2K 0.37% 48
2024
Q2 		$2.46M Sell
14,976
-411
-3% -$67.6K 0.34% 56
2024
Q1 		$2.61M Sell
15,387
-7,188
-32% -$1.15M 0.36% 55
2023
Q4 		$3.56M Sell
22,575
-153
-0.7% -$22.2K 0.53% 39
2023
Q3 		$3.22M Buy
22,728
+3,595
+19% +$537K 0.53% 37
2023
Q2 		$2.86M Buy
19,133
+1,056
+6% +$152K 0.46% 45
2023
Q1 		$2.61M Sell
18,077
-867
-5% -$127K 0.46% 47
2022
Q4 		$2.68M Sell
18,944
-3,239
-15% -$453K 0.51% 42
2022
Q3 		$2.82M Buy
22,183
+582
+3% +$82.1K 0.6% 43
2022
Q2 		$2.9M Sell
21,601
-789
-4% -$115K 0.62% 41
2022
Q1 		$3.53M Sell
22,390
-424
-2% -$66.1K 0.66% 40
2021
Q4 		$3.71M Sell
22,814
-992
-4% -$157K 0.72% 37
2021
Q3 		$3.57M Sell
23,806
-1,514
-6% -$232K 0.73% 33
2021
Q2 		$3.82M Buy
25,320
+227
+0.9% +$33.8K 0.86% 25
2021
Q1 		$3.56M Sell
25,093
-1,402
-5% -$189K 0.87% 27
2020
Q4 		$3.38M Buy
26,495
+13,564
+105% +$1.61M 0.85% 27
2020
Q3 		$1.4M Sell
12,931
-233
-2% -$25.1K 0.5% 49
2020
Q2 		$1.34M Sell
13,164
-409
-3% -$39.4K 0.52% 49
2020
Q1 		$1.14M Buy
13,573
+2,800
+26% +$298K 0.53% 53
2019
Q4 		$1.25M Buy
10,773
+39
+0.4% +$4.33K 0.45% 58
2019
Q3 		$1.16M Sell
10,734
-419
-4% -$45K 0.45% 60
2019
Q2 		$1.2M Sell
11,153
-161
-1% -$17K 0.48% 57
2019
Q1 		$1.18M Sell
11,314
-803
-7% -$81K 0.49% 58
2018
Q4 		$1.11M Sell
12,117
-159
-1% -$15.8K 0.55% 50
2018
Q3 		$1.31M Buy
12,276
+29
+0.2% +$3.06K 0.58% 45
2018
Q2 		$1.25M Buy
12,247
+44
+0.4% +$4.46K 0.58% 51
2018
Q1 		$1.21M Sell
12,203
-544
-4% -$55.7K 0.58% 48
2017
Q4 		$1.29M Sell
12,747
-945
-7% -$92.8K 0.65% 44
2017
Q3 		$1.31M Sell
13,692
-696
-5% -$65.1K 0.69% 42
2017
Q2 		$1.33M Sell
14,388
-100
-0.7% -$9.17K 0.74% 40
2017
Q1 		$1.32M Sell
14,488
-1,206
-8% -$108K 0.76% 39
2016
Q4 		$1.36M Sell
15,694
-719
-4% -$60.7K 0.83% 36
2016
Q3 		$1.37M Sell
16,413
-115
-0.7% -$9.57K 0.89% 35
2016
Q2 		$1.33M Buy
16,528
+58
+0.4% +$4.61K 0.93% 33
2016
Q1 		$1.29M Sell
16,470
-56
-0.3% -$4.12K 0.97% 30
2015
Q4 		$1.27M Sell
16,526
-567
-3% -$44K 1.04% 29
2015
Q3 		$1.26M Sell
17,093
-311
-2% -$24.2K 1.02% 32
2015
Q2 		$1.39M Sell
17,404
-144
-0.8% -$11.8K 1.04% 31
2015
Q1 		$1.42M Sell
17,548
-422
-2% -$33.9K 1.08% 31
2014
Q4 		$1.44M Buy
17,970
+124
+0.7% +$9.64K 1.11% 32
2014
Q3 		$1.35M Sell
17,846
-82
-0.5% -$6.29K 1.08% 33
2014
Q2 		$1.38M Sell
17,928
-3,052
-15% -$226K 1.08% 31
2014
Q1 		$1.53M Buy
20,980
+2,302
+12% +$164K 1.31% 29
2013
Q4 		$1.33M Buy
+18,678
New +$1.28M 1.15% 30

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cahill Financial Advisors's RSP Position: Q2 2026 in Review

Cahill Financial Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.51% in Q2 2026, selling an estimated $10.8K and leaving 10,270 shares worth $2.19M. The position accounts for 0.21% of the portfolio, ranked #79.

Cahill Financial Advisors first reported a position in RSP in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.82M in Q2 2021. 1,811 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Cahill Financial Advisors held 10,270 shares of Invesco S&P 500 Equal Weight ETF worth $2.19M as of Q2 2026.
  • Cahill Financial Advisors sold 53 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $10.8K.
  • Invesco S&P 500 Equal Weight ETF made up 0.21% of Cahill Financial Advisors's portfolio in Q2 2026, its #79 holding.
  • Cahill Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2013 and has held it in 51 quarters since.
  • Cahill Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $3.82M in Q2 2021.
  • 1,811 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.