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Chicago Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Chicago Wealth Management’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 		$783K Sell
3,680
-190
-5% -$38.9K 0.28% 36
2026
Q1 		$743K Sell
3,870
-4
-0.1% -$793 0.3% 36
2025
Q4 		$742K Sell
3,874
-60
-2% -$11.4K 0.3% 36
2025
Q3 		$746K Sell
3,934
-56,976
-94% -$10.6M 0.33% 32
2025
Q2 		$11.1M Sell
60,910
-396
-0.6% -$68.4K 5.28% 6
2025
Q1 		$10.6M Buy
61,306
+1,281
+2% +$228K 5.56% 4
2024
Q4 		$10.5M Buy
60,025
+1,482
+3% +$268K 5.46% 6
2024
Q3 		$10.5M Buy
58,543
+652
+1% +$111K 5.6% 6
2024
Q2 		$9.51M Buy
57,891
+1,184
+2% +$195K 5.47% 8
2024
Q1 		$9.6M Buy
56,707
+209
+0.4% +$33.6K 5.71% 6
2023
Q4 		$8.92M Sell
56,498
-655
-1% -$95.2K 6.09% 7
2023
Q3 		$8.1M Buy
57,153
+200
+0.4% +$29.9K 6.38% 8
2023
Q2 		$8.52M Buy
56,953
+1,003
+2% +$144K 6.5% 6
2023
Q1 		$8.09M Buy
+55,950
New +$8.19M 6.43% 6
2022
Q2 		– Sell
-8,200
Closed -$1.29M – 43
2022
Q1 		$1.29M Buy
8,200
+90
+1% +$14K 0.87% 20
2021
Q4 		$1.32M Buy
8,110
+21
+0.3% +$3.32K 0.89% 20
2021
Q3 		$1.21M Buy
8,089
+174
+2% +$26.6K 0.88% 19
2021
Q2 		$1.19M Buy
7,915
+110
+1% +$16.4K 0.86% 20
2021
Q1 		$1.11M Buy
7,805
+40
+0.5% +$5.4K 0.88% 19
2020
Q4 		$990K Sell
7,765
-89
-1% -$10.6K 0.92% 15
2020
Q3 		$849K Buy
7,854
+53
+0.7% +$5.72K 0.96% 17
2020
Q2 		$794K Buy
+7,801
New +$752K 0.97% 18

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

Chicago Wealth Management's RSP Position: Q2 2026 in Review

Chicago Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.9% in Q2 2026, selling an estimated $38.9K and leaving 3,680 shares worth $783K. The position accounts for 0.28% of the portfolio, ranked #36.

Chicago Wealth Management first reported a position in RSP in Q2 2020 and has held it in 22 quarters since. The position peaked at $11.1M in Q2 2025. 2,315 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Chicago Wealth Management held 3,680 shares of Invesco S&P 500 Equal Weight ETF worth $783K as of Q2 2026.
  • Chicago Wealth Management sold 190 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $38.9K.
  • Invesco S&P 500 Equal Weight ETF made up 0.28% of Chicago Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Chicago Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2020 and has held it in 22 quarters since.
  • Chicago Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $11.1M in Q2 2025.
  • 2,315 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.