Cascade Financial Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Cascade Financial Partners’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	Hold	5,279	–	–	0.1%	117
2026 Q1	$1.01M	Sell	5,279 -310	-6%	-$61.4K	0.1%	119
2025 Q4	$1.07M	Hold	5,589	–	–	0.11%	111
2025 Q3	$1.06M	Buy	5,589 +310	+6%	+$57.8K	0.12%	110
2025 Q2	$959K	Buy	5,279 +121	+2%	+$20.9K	0.12%	113
2025 Q1	$894K	Buy	5,158 +582	+13%	+$103K	0.11%	110
2024 Q4	$802K	Hold	4,576	–	–	0.1%	112
2024 Q3	$821K	Hold	4,576	–	–	0.1%	111
2024 Q2	$752K	Hold	4,576	–	–	0.1%	115
2024 Q1	$741K	Buy	+4,576	New	+$735K	0.11%	117

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

Cascade Financial Partners's RSP Position: Q2 2026 in Review

Cascade Financial Partners held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 5,279 shares worth $1.12M. The position accounts for 0.1% of the portfolio, ranked #117.

Cascade Financial Partners first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Cascade Financial Partners held 5,279 shares of Invesco S&P 500 Equal Weight ETF worth $1.12M as of Q2 2026.
Cascade Financial Partners left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.1% of Cascade Financial Partners's portfolio in Q2 2026, its #117 holding.
Cascade Financial Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.