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CFO4Life Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

CFO4Life Group’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 		$401K Buy
1,886
+7
+0.4% +$1.43K 0.05% 149
2026
Q1 		$361K Buy
1,879
+8
+0.4% +$1.58K 0.06% 148
2025
Q4 		$358K Buy
1,871
+7
+0.4% +$1.33K 0.05% 157
2025
Q3 		$354K Buy
1,864
+8
+0.4% +$1.49K 0.05% 155
2025
Q2 		$337K Buy
1,856
+8
+0.4% +$1.38K 0.05% 154
2025
Q1 		$320K Sell
1,848
-75
-4% -$13.3K 0.05% 151
2024
Q4 		$337K Sell
1,923
-267
-12% -$48.3K 0.06% 145
2024
Q3 		$392K Buy
2,190
+8
+0.4% +$1.37K 0.07% 133
2024
Q2 		$358K Buy
2,182
+9
+0.4% +$1.48K 0.07% 135
2024
Q1 		$368K Buy
+2,173
New +$349K 0.07% 136
2019
Q4 		– Sell
-1,972
Closed -$213K – 140
2019
Q3 		$213K Buy
+1,972
New +$212K 0.1% 110
2018
Q4 		– Sell
-11,842
Closed -$1.26M – 136
2018
Q3 		$1.26M Sell
11,842
-37,690
-76% -$3.98M 0.56% 39
2018
Q2 		$5.05M Buy
49,532
+3,224
+7% +$327K 2.11% 11
2018
Q1 		$4.61M Buy
46,308
+1,243
+3% +$127K 3.9% 5
2017
Q4 		$4.55M Buy
45,065
+937
+2% +$92K 3.58% 7
2017
Q3 		$4.22M Buy
44,128
+912
+2% +$85.3K 3.4% 5
2017
Q2 		$4M Sell
43,216
-21,760
-33% -$2M 3.69% 5
2017
Q1 		$5.9M Buy
+64,976
New +$5.83M 5.35% 3

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

CFO4Life Group's RSP Position: Q2 2026 in Review

CFO4Life Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.37% in Q2 2026, buying an estimated $1.43K and bringing the position to 1,886 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #149.

CFO4Life Group first reported a position in RSP in Q1 2017 and has held it in 18 quarters since. The position peaked at $5.9M in Q1 2017. 2,318 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • CFO4Life Group held 1,886 shares of Invesco S&P 500 Equal Weight ETF worth $401K as of Q2 2026.
  • CFO4Life Group bought 7 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.43K.
  • Invesco S&P 500 Equal Weight ETF made up 0.05% of CFO4Life Group's portfolio in Q2 2026, its #149 holding.
  • CFO4Life Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2017 and has held it in 18 quarters since.
  • CFO4Life Group's Invesco S&P 500 Equal Weight ETF position peaked at $5.9M in Q1 2017.
  • 2,318 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.