Callan Family Office’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Callan Family Office’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	$1.57M	Buy	7,366 +18	+0.2%	+$3.68K	0.03%	467
2026 Q1	$1.41M	Buy	7,348 +1,275	+21%	+$253K	0.03%	460
2025 Q4	$1.16M	Buy	6,073 +1,855	+44%	+$352K	0.03%	510
2025 Q3	$800K	Buy	4,218 +163	+4%	+$30.4K	0.03%	419
2025 Q2	$737K	Buy	4,055 +140	+4%	+$24.2K	0.02%	469
2025 Q1	$678K	Buy	3,915 +655	+20%	+$116K	0.05%	271
2024 Q4	$571K	Buy	+3,260	New	+$589K	0.04%	342
2024 Q1	–	Sell	-3,306	Closed	-$522K	–	105
2023 Q4	$522K	Buy	+3,306	New	+$480K	0.13%	55

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

Callan Family Office's RSP Position: Q2 2026 in Review

Callan Family Office increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.24% in Q2 2026, buying an estimated $3.68K and bringing the position to 7,366 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #467.

Callan Family Office first reported a position in RSP in Q4 2023 and has held it in 8 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Callan Family Office held 7,366 shares of Invesco S&P 500 Equal Weight ETF worth $1.57M as of Q2 2026.
Callan Family Office bought 18 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $3.68K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #467 holding.
Callan Family Office first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 8 quarters since.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.