Certuity’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Certuity’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	$1.31M	Buy	6,160 +332	+6%	+$67.9K	0.06%	147
2026 Q1	$1.12M	Sell	5,828 -7,500	-56%	-$1.49M	0.07%	151
2025 Q4	$2.55M	Sell	13,328 -16	-0.1%	-$3.04K	0.16%	90
2025 Q3	$2.53M	Buy	13,344 +8,284	+164%	+$1.54M	0.17%	82
2025 Q2	$920K	Buy	5,060 +90	+2%	+$15.5K	0.09%	127
2025 Q1	$861K	Buy	4,970 +2,417	+95%	+$430K	0.09%	132
2024 Q4	$447K	Sell	2,553 -613	-19%	-$111K	0.05%	191
2024 Q3	$567K	Buy	3,166 +773	+32%	+$132K	0.06%	172
2024 Q2	$393K	Buy	2,393 +653	+38%	+$107K	0.03%	213
2024 Q1	$295K	Buy	1,740 +294	+20%	+$47.2K	0.03%	251
2023 Q4	$228K	Buy	1,446 +12	+0.8%	+$1.74K	0.02%	297
2023 Q3	$203K	Sell	1,434 -106	-7%	-$15.8K	0.02%	243
2023 Q2	$230K	Buy	1,540 +121	+9%	+$17.4K	0.03%	234
2023 Q1	$205K	Buy	1,419 +1	+0.1%	+$146	0.03%	205
2022 Q4	$200K	Buy	+1,418	New	+$198K	0.03%	201
2022 Q2	–	Sell	-1,410	Closed	-$222K	–	282
2022 Q1	$222K	Buy	1,410 +4	+0.3%	+$624	0.05%	271
2021 Q4	$229K	Sell	1,406 -6,685	-83%	-$1.06M	0.05%	267
2021 Q3	$1.21M	Buy	+8,091	New	+$1.24M	0.24%	71

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

Certuity's RSP Position: Q2 2026 in Review

Certuity increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.7% in Q2 2026, buying an estimated $67.9K and bringing the position to 6,160 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #147.

Certuity first reported a position in RSP in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.55M in Q4 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Certuity held 6,160 shares of Invesco S&P 500 Equal Weight ETF worth $1.31M as of Q2 2026.
Certuity bought 332 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $67.9K.
Invesco S&P 500 Equal Weight ETF made up 0.06% of Certuity's portfolio in Q2 2026, its #147 holding.
Certuity first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2021 and has held it in 18 quarters since.
Certuity's Invesco S&P 500 Equal Weight ETF position peaked at $2.55M in Q4 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.