Caliber Wealth Management (Kansas)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Caliber Wealth Management (Kansas)’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	$1.03M	Sell	4,819 -60	-1%	-$12.3K	0.1%	135
2026 Q1	$936K	Buy	4,879 +93	+2%	+$18.4K	0.1%	135
2025 Q4	$917K	Buy	4,786 +1,715	+56%	+$326K	0.1%	136
2025 Q3	$583K	Sell	3,071 -177	-5%	-$33K	0.06%	163
2025 Q2	$590K	Buy	3,248 +259	+9%	+$44.7K	0.06%	173
2025 Q1	$518K	Buy	+2,989	New	+$531K	0.07%	161

Other funds holding RSP

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

COPPSERS

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s RSP Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.2% in Q2 2026, selling an estimated $12.3K and leaving 4,819 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #135.

Caliber Wealth Management (Kansas) first reported a position in RSP in Q1 2025 and has held it in 6 quarters since. 989 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Caliber Wealth Management (Kansas) held 4,819 shares of Invesco S&P 500 Equal Weight ETF worth $1.03M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 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 0.1% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #135 holding.
Caliber Wealth Management (Kansas) first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
989 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.