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Cassaday & Co Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Cassaday & Co Wealth Management’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 		$68.1K Hold
320
– – ﹤0.01% 566
2026
Q1 		$61.4K Buy
+320
New +$63.4K ﹤0.01% 569

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Cassaday & Co Wealth Management's RSP Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 320 shares worth $68.1K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Cassaday & Co Wealth Management first reported a position in RSP in Q1 2026 and has held it in 2 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Cassaday & Co Wealth Management held 320 shares of Invesco S&P 500 Equal Weight ETF worth $68.1K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #566 holding.
  • Cassaday & Co Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.