Claro Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Claro Advisors’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	$558K	Sell	2,623 -559	-18%	-$114K	0.06%	254
2026 Q1	$611K	Buy	+3,182	New	+$631K	0.07%	203
2025 Q2	–	Sell	-4,322	Closed	-$749K	–	487
2025 Q1	$749K	Buy	+4,322	New	+$769K	0.1%	181
2024 Q1	–	Sell	-7,894	Closed	-$1.25M	–	432
2023 Q4	$1.25M	Buy	7,894 +2,674	+51%	+$388K	0.27%	79
2023 Q3	$740K	Buy	+5,220	New	+$780K	0.18%	130
2020 Q1	–	Sell	-2,639	Closed	-$305K	–	184
2019 Q4	$305K	Buy	2,639 +10	+0.4%	+$1.11K	0.23%	116
2019 Q3	$284K	Buy	2,629 +201	+8%	+$21.6K	0.25%	122
2019 Q2	$262K	Buy	2,428 +9	+0.4%	+$953	0.24%	124
2019 Q1	$253K	Buy	2,419 +558	+30%	+$56.3K	0.25%	122
2018 Q4	$199K	Buy	+1,861	New	+$184K	0.16%	134

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

Claro Advisors's RSP Position: Q2 2026 in Review

Claro Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 18% in Q2 2026, selling an estimated $114K and leaving 2,623 shares worth $558K. The position accounts for 0.06% of the portfolio, ranked #254.

Claro Advisors first reported a position in RSP in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2023. 2,318 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Claro Advisors held 2,623 shares of Invesco S&P 500 Equal Weight ETF worth $558K as of Q2 2026.
Claro Advisors sold 559 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $114K.
Invesco S&P 500 Equal Weight ETF made up 0.06% of Claro Advisors's portfolio in Q2 2026, its #254 holding.
Claro Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 10 quarters since.
Claro Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1.25M in Q4 2023.
2,318 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.