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

Chapman Financial 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	$268K	Buy	1,260 +100	+9%	+$20.5K	0.18%	110
2026 Q1	$223K	Buy	1,160 +40	+4%	+$7.93K	0.16%	123
2025 Q4	$215K	Hold	1,120	–	–	0.15%	123
2025 Q3	$213K	Hold	1,120	–	–	0.15%	125
2025 Q2	$204K	Buy	+1,120	New	+$193K	0.17%	99
2024 Q4	$196K	Buy	+1,120	New	+$202K	0.16%	104

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

Chapman Financial Group's RSP Position: Q2 2026 in Review

Chapman Financial Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 8.6% in Q2 2026, buying an estimated $20.5K and bringing the position to 1,260 shares worth $268K. The position accounts for 0.18% of the portfolio, ranked #110.

Chapman Financial Group first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Chapman Financial Group held 1,260 shares of Invesco S&P 500 Equal Weight ETF worth $268K as of Q2 2026.
Chapman Financial Group bought 100 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $20.5K.
Invesco S&P 500 Equal Weight ETF made up 0.18% of Chapman Financial Group's portfolio in Q2 2026, its #110 holding.
Chapman Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.