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

CFS 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	$642K	Hold	2,989	–	–	0.04%	232
2026 Q1	$607K	Hold	2,989	–	–	0.04%	234
2025 Q4	$573K	Hold	2,989	–	–	0.04%	227
2025 Q3	$572K	Sell	2,989 -33	-1%	-$6.15K	0.04%	227
2025 Q2	$549K	Hold	3,022	–	–	0.04%	220
2025 Q1	$524K	Buy	3,022 +44	+1%	+$7.82K	0.05%	212
2024 Q4	$522K	Hold	2,978	–	–	0.05%	207
2024 Q3	$534K	Hold	2,978	–	–	0.04%	200
2024 Q2	$489K	Hold	2,978	–	–	0.04%	184
2024 Q1	$504K	Sell	2,978 -229	-7%	-$36.8K	0.08%	110
2023 Q4	$506K	Hold	3,207	–	–	0.09%	102
2023 Q3	$454K	Buy	3,207 +229	+8%	+$34.2K	0.07%	121
2023 Q2	$446K	Hold	2,978	–	–	0.06%	170
2023 Q1	$431K	Hold	2,978	–	–	0.08%	101
2022 Q4	$421K	Hold	2,978	–	–	0.1%	87
2022 Q3	$379K	Hold	2,978	–	–	0.1%	85
2022 Q2	$400K	Buy	+2,978	New	+$436K	0.06%	175
2021 Q4	$463K	Hold	2,978	–	–	0.06%	169
2021 Q3	$446K	Buy	+2,978	New	+$456K	0.06%	161
2020 Q4	$333K	Buy	+2,610	New	+$310K	0.05%	149

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

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

CFS Investment Advisory Services held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 2,989 shares worth $642K. The position accounts for 0.04% of the portfolio, ranked #232.

CFS Investment Advisory Services first reported a position in RSP in Q4 2020 and has held it in 20 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

CFS Investment Advisory Services held 2,989 shares of Invesco S&P 500 Equal Weight ETF worth $642K as of Q2 2026.
CFS 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 0.04% of CFS Investment Advisory Services's portfolio in Q2 2026, its #232 holding.
CFS Investment Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 20 quarters since.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.