Center for Financial Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Center for Financial Planning’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	$60.6K	Hold	285	–	–	0.01%	296
2026 Q1	$54.7K	Hold	285	–	–	0.01%	289
2025 Q4	$54.6K	Hold	285	–	–	0.01%	283
2025 Q3	$54.1K	Buy	+285	New	+$53.1K	0.01%	291
2025 Q2	–	Sell	-89	Closed	-$15.4K	–	701
2025 Q1	$15.4K	Buy	+89	New	+$15.8K	﹤0.01%	422
2024 Q4	–	Sell	-43	Closed	-$7.63K	–	691
2024 Q3	$7.63K	Buy	43 +1	+2%	+$171	﹤0.01%	428
2024 Q2	$6.97K	Hold	42	–	–	﹤0.01%	429
2024 Q1	$7.16K	Hold	42	–	–	﹤0.01%	441
2023 Q4	$6.64K	Hold	42	–	–	﹤0.01%	409
2023 Q3	$5.94K	Sell	42 -55	-57%	-$8.22K	﹤0.01%	407
2023 Q2	$14.5K	Buy	97 +1	+1%	+$144	﹤0.01%	346
2023 Q1	$13.9K	Hold	96	–	–	﹤0.01%	325
2022 Q4	$13.5K	Buy	96 +1	+1%	+$140	﹤0.01%	322
2022 Q3	$12K	Buy	+95	New	+$13.4K	﹤0.01%	339
2021 Q1	–	Sell	-87	Closed	-$11K	–	537
2020 Q4	$11K	Buy	+87	New	+$10.3K	﹤0.01%	335

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

Center for Financial Planning's RSP Position: Q2 2026 in Review

Center for Financial Planning held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 285 shares worth $60.6K. The position accounts for 0.01% of the portfolio, ranked #296.

Center for Financial Planning first reported a position in RSP in Q4 2020 and has held it in 15 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Center for Financial Planning held 285 shares of Invesco S&P 500 Equal Weight ETF worth $60.6K as of Q2 2026.
Center for Financial Planning 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 Center for Financial Planning's portfolio in Q2 2026, its #296 holding.
Center for Financial Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 15 quarters since.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.