Clark Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Clark Asset 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	$314K	Buy	1,475 +179	+14%	+$36.6K	0.02%	203
2026 Q1	$249K	Sell	1,296 -6,363	-83%	-$1.26M	0.02%	209
2025 Q4	$1.47M	Buy	+7,659	New	+$1.45M	0.15%	59
2025 Q3	–	Sell	-1,293	Closed	-$235K	–	215
2025 Q2	$235K	Buy	+1,293	New	+$223K	0.03%	170

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

Clark Asset Management's RSP Position: Q2 2026 in Review

Clark Asset Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 14% in Q2 2026, buying an estimated $36.6K and bringing the position to 1,475 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #203.

Clark Asset Management first reported a position in RSP in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.47M in Q4 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Clark Asset Management held 1,475 shares of Invesco S&P 500 Equal Weight ETF worth $314K as of Q2 2026.
Clark Asset Management bought 179 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $36.6K.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #203 holding.
Clark Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 4 quarters since.
Clark Asset Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.47M in Q4 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.