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

Cascade Investment 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	$280K	Hold	1,314	–	–	0.15%	104
2026 Q1	$252K	Hold	1,314	–	–	0.15%	109
2025 Q4	$252K	Hold	1,314	–	–	0.15%	108
2025 Q3	$249K	Hold	1,314	–	–	0.15%	106
2025 Q2	$239K	Hold	1,314	–	–	0.15%	106
2025 Q1	$228K	Hold	1,314	–	–	0.15%	108
2024 Q4	$230K	Hold	1,314	–	–	0.15%	107
2024 Q3	$235K	Buy	+1,314	New	+$224K	0.15%	105

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 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

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cascade Investment Advisors's RSP Position: Q2 2026 in Review

Cascade Investment Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 1,314 shares worth $280K. The position accounts for 0.15% of the portfolio, ranked #104.

Cascade Investment Advisors first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. 781 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Cascade Investment Advisors held 1,314 shares of Invesco S&P 500 Equal Weight ETF worth $280K as of Q2 2026.
Cascade Investment Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.15% of Cascade Investment Advisors's portfolio in Q2 2026, its #104 holding.
Cascade Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
781 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.