Charter Research & Investment Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Charter Research & Investment 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	$1.38M	Hold	6,507	–	–	0.84%	28
2026 Q1	$1.25M	Sell	6,507 -40	-0.6%	-$7.93K	0.83%	34
2025 Q4	$1.25M	Buy	6,547 +725	+12%	+$138K	0.84%	33
2025 Q3	$1.1M	Buy	5,822 +761	+15%	+$142K	0.77%	36
2025 Q2	$920K	Buy	5,061 +733	+17%	+$127K	0.69%	41
2025 Q1	$750K	Buy	4,328 +604	+16%	+$107K	0.57%	44
2024 Q4	$653K	Hold	3,724	–	–	0.5%	50
2024 Q3	$667K	Buy	3,724 +116	+3%	+$19.8K	0.49%	49
2024 Q2	$593K	Buy	3,608 +112	+3%	+$18.4K	0.47%	53
2024 Q1	$592K	Buy	3,496 +2,120	+154%	+$340K	0.47%	51
2023 Q4	$217K	Buy	+1,376	New	+$200K	0.18%	78

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

Charter Research & Investment Group's RSP Position: Q2 2026 in Review

Charter Research & Investment Group held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 6,507 shares worth $1.38M. The position accounts for 0.84% of the portfolio, ranked #28.

Charter Research & Investment Group first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Charter Research & Investment Group held 6,507 shares of Invesco S&P 500 Equal Weight ETF worth $1.38M as of Q2 2026.
Charter Research & Investment Group left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.84% of Charter Research & Investment Group's portfolio in Q2 2026, its #28 holding.
Charter Research & Investment Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.