Carson Advisory’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Carson Advisory’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	$353K	Hold	1,660	–	–	0.16%	124
2026 Q1	$319K	Buy	1,660 +188	+13%	+$37.3K	0.17%	125
2025 Q4	$282K	Buy	+1,472	New	+$279K	0.15%	137
2024 Q4	–	Sell	-2,261	Closed	-$405K	–	179
2024 Q3	$405K	Buy	2,261 +2	+0.1%	+$342	0.25%	100
2024 Q2	$371K	Buy	2,259 +274	+14%	+$45.1K	0.26%	99
2024 Q1	$336K	Buy	1,985 +58	+3%	+$9.31K	0.24%	106
2023 Q4	$304K	Sell	1,927 -399	-17%	-$58K	0.24%	106
2023 Q3	$330K	Buy	2,326 +8	+0.3%	+$1.2K	0.29%	97
2023 Q2	$347K	Buy	2,318 +7	+0.3%	+$1.01K	0.29%	97
2023 Q1	$334K	Buy	2,311 +8	+0.3%	+$1.17K	0.3%	90
2022 Q4	$325K	Buy	2,303 +7	+0.3%	+$979	0.31%	86
2022 Q3	$292K	Sell	2,296 -271	-11%	-$38.2K	0.32%	80
2022 Q2	$345K	Buy	2,567 +523	+26%	+$76.5K	0.39%	74
2022 Q1	$322K	Buy	2,044 +49	+2%	+$7.64K	0.32%	82
2021 Q4	$325K	Buy	+1,995	New	+$315K	0.33%	79

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

Carson Advisory's RSP Position: Q2 2026 in Review

Carson Advisory held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 1,660 shares worth $353K. The position accounts for 0.16% of the portfolio, ranked #124.

Carson Advisory first reported a position in RSP in Q4 2021 and has held it in 15 quarters since. The position peaked at $405K in Q3 2024. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Carson Advisory held 1,660 shares of Invesco S&P 500 Equal Weight ETF worth $353K as of Q2 2026.
Carson Advisory left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.16% of Carson Advisory's portfolio in Q2 2026, its #124 holding.
Carson Advisory first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 15 quarters since.
Carson Advisory's Invesco S&P 500 Equal Weight ETF position peaked at $405K in Q3 2024.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.