Calamos Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Calamos Wealth Management’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	$4.81M	Buy	22,601 +2,170	+11%	+$444K	0.15%	106
2026 Q1	$3.92M	Hold	20,431	–	–	0.13%	102
2025 Q4	$3.91M	Sell	20,431 -14,641	-42%	-$2.78M	0.13%	91
2025 Q3	$6.65M	Buy	35,072 +7,980	+29%	+$1.49M	0.24%	74
2025 Q2	$4.92M	Buy	27,092 +25,486	+1,587%	+$4.4M	0.21%	82
2025 Q1	$278K	Buy	1,606 +206	+15%	+$36.6K	0.01%	267
2024 Q4	$245K	Hold	1,400	–	–	0.01%	274
2024 Q3	$251K	Hold	1,400	–	–	0.01%	278
2024 Q2	$230K	Hold	1,400	–	–	0.01%	275
2024 Q1	$237K	Sell	1,400 -645	-32%	-$104K	0.01%	271
2023 Q4	$323K	Hold	2,045	–	–	0.02%	233
2023 Q3	$290K	Hold	2,045	–	–	0.02%	258
2023 Q2	$306K	Buy	+2,045	New	+$295K	0.02%	256

Other funds holding RSP

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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Calamos Wealth Management's RSP Position: Q2 2026 in Review

Calamos Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q2 2026, buying an estimated $444K and bringing the position to 22,601 shares worth $4.81M. The position accounts for 0.15% of the portfolio, ranked #106.

Calamos Wealth Management first reported a position in RSP in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.65M in Q3 2025. 1,560 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Calamos Wealth Management held 22,601 shares of Invesco S&P 500 Equal Weight ETF worth $4.81M as of Q2 2026.
Calamos Wealth Management bought 2,170 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $444K.
Invesco S&P 500 Equal Weight ETF made up 0.15% of Calamos Wealth Management's portfolio in Q2 2026, its #106 holding.
Calamos Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 13 quarters since.
Calamos Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $6.65M in Q3 2025.
1,560 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.