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

Cambridge 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	$1.12M	Buy	5,275 +1	+0%	+$205	0.19%	76
2026 Q1	$1.01M	Buy	5,274 +10	+0.2%	+$1.98K	0.2%	85
2025 Q4	$1.01M	Sell	5,264 -757	-13%	-$144K	0.19%	82
2025 Q3	$1.14M	Buy	6,021 +68	+1%	+$12.7K	0.22%	68
2025 Q2	$1.08M	Hold	5,953	–	–	0.23%	69
2025 Q1	$1.03M	Buy	5,953 +1	+0%	+$178	0.23%	72
2024 Q4	$1.04M	Hold	5,952	–	–	0.23%	71
2024 Q3	$1.07M	Sell	5,952 -29	-0.5%	-$4.95K	0.23%	71
2024 Q2	$983K	Hold	5,981	–	–	0.23%	71
2024 Q1	$1.01M	Hold	5,981	–	–	0.24%	69
2023 Q4	$944K	Hold	5,981	–	–	0.24%	70
2023 Q3	$847K	Buy	5,981 +1	+0%	+$149	0.23%	74
2023 Q2	$895K	Buy	5,980 +350	+6%	+$50.4K	0.23%	73
2023 Q1	$814K	Hold	5,630	–	–	0.21%	84
2022 Q4	$795K	Buy	5,630 +1	+0%	+$140	0.21%	82
2022 Q3	$716K	Hold	5,629	–	–	0.21%	79
2022 Q2	$756K	Sell	5,629 -184	-3%	-$26.9K	0.21%	81
2022 Q1	$917K	Buy	5,813 +1	+0%	+$156	0.22%	78
2021 Q4	$946K	Sell	5,812 -70	-1%	-$11.1K	0.21%	79
2021 Q3	$881K	Buy	5,882 +1	+0%	+$153	0.21%	80
2021 Q2	$887K	Hold	5,881	–	–	0.21%	80
2021 Q1	$833K	Sell	5,881 -334	-5%	-$45.1K	0.21%	81
2020 Q4	$793K	Hold	6,215	–	–	0.21%	78
2020 Q3	$672K	Hold	6,215	–	–	0.2%	77
2020 Q2	$632K	Sell	6,215 -130	-2%	-$12.5K	0.2%	79
2020 Q1	$533K	Sell	6,345 -49	-0.8%	-$5.21K	0.19%	79
2019 Q4	$740K	Sell	6,394 -450	-7%	-$50K	0.23%	76
2019 Q3	$740K	Hold	6,844	–	–	0.24%	69
2019 Q2	$738K	Sell	6,844 -937	-12%	-$99.2K	0.24%	74
2019 Q1	$813K	Hold	7,781	–	–	0.28%	66
2018 Q4	$711K	Hold	7,781	–	–	0.26%	69
2018 Q3	$831K	Hold	7,781	–	–	0.28%	65
2018 Q2	$793K	Hold	7,781	–	–	0.28%	66
2018 Q1	$774K	Buy	7,781 +130	+2%	+$13.3K	0.28%	66
2017 Q4	$773K	Hold	7,651	–	–	0.28%	66
2017 Q3	$731K	Hold	7,651	–	–	0.28%	64
2017 Q2	$709K	Hold	7,651	–	–	0.29%	64
2017 Q1	$695K	Buy	7,651 +2,325	+44%	+$209K	0.29%	70
2016 Q4	$461K	Buy	5,326 +375	+8%	+$31.7K	0.2%	87
2016 Q3	$414K	Hold	4,951	–	–	0.18%	91
2016 Q2	$398K	Buy	4,951 +1,705	+53%	+$135K	0.18%	94
2016 Q1	$255K	Hold	3,246	–	–	0.12%	114
2015 Q4	$249K	Hold	3,246	–	–	0.14%	117
2015 Q3	$239K	Buy	+3,246	New	+$253K	0.14%	114

Other funds holding RSP

COPPSERS

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Cambridge Advisors's RSP Position: Q2 2026 in Review

Cambridge Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.02% in Q2 2026, buying an estimated $205 and bringing the position to 5,275 shares worth $1.12M. The position accounts for 0.19% of the portfolio, ranked #76.

Cambridge Advisors first reported a position in RSP in Q3 2015 and has held it in 44 quarters since. The position peaked at $1.14M in Q3 2025. 423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Cambridge Advisors held 5,275 shares of Invesco S&P 500 Equal Weight ETF worth $1.12M as of Q2 2026.
Cambridge Advisors bought 1 Invesco S&P 500 Equal Weight ETF share in Q2 2026, an estimated $205.
Invesco S&P 500 Equal Weight ETF made up 0.19% of Cambridge Advisors's portfolio in Q2 2026, its #76 holding.
Cambridge Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2015 and has held it in 44 quarters since.
Cambridge Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1.14M in Q3 2025.
423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.