CBIZ Investment Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

CBIZ Investment Advisory Services’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	$49.3M	Hold	257,035	–	–	1.8%	9
2026 Q1	$49.3M	Buy	257,035 +5	+0%	+$991	1.8%	9
2025 Q4	$49.1M	Buy	257,030 +43,580	+20%	+$8.27M	1.86%	8
2025 Q3	$40.5M	Sell	213,450 -52,947	-20%	-$9.87M	1.59%	8
2025 Q2	$48.4M	Sell	266,397 -122	-0%	-$21.1K	2.14%	7
2025 Q1	$46.2M	Sell	266,519 -95	-0%	-$16.9K	2.26%	7
2024 Q4	$46.7M	Sell	266,614 -197	-0.1%	-$35.6K	2.33%	7
2024 Q3	$47.8M	Buy	266,811 +1,206	+0.5%	+$206K	2.48%	7
2024 Q2	$43.6M	Buy	265,605 +124,606	+88%	+$20.5M	2.45%	7
2024 Q1	$23.9M	Buy	140,999 +225	+0.2%	+$36.1K	1.66%	9
2023 Q4	$22.2M	Buy	+140,774	New	+$20.5M	1.69%	10

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

CBIZ Investment Advisory Services's RSP Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 257,035 shares worth $49.3M. The position accounts for 1.8% of the portfolio, ranked #9.

CBIZ Investment Advisory Services first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. 2,301 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

CBIZ Investment Advisory Services held 257,035 shares of Invesco S&P 500 Equal Weight ETF worth $49.3M as of Q2 2026.
CBIZ Investment Advisory Services left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 1.8% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #9 holding.
CBIZ Investment Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
2,301 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.