Clear Creek Financial Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Clear Creek Financial 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	$3.75M	Sell	17,617 -689	-4%	-$141K	0.24%	102
2026 Q1	$3.51M	Buy	18,306 +375	+2%	+$74.3K	0.27%	89
2025 Q4	$3.43M	Sell	17,931 -1,557	-8%	-$296K	0.28%	79
2025 Q3	$3.7M	Sell	19,488 -223	-1%	-$41.6K	0.32%	69
2025 Q2	$3.58M	Sell	19,711 -8,106	-29%	-$1.4M	0.34%	61
2025 Q1	$4.82M	Buy	27,817 +4,666	+20%	+$830K	0.5%	41
2024 Q4	$4.06M	Sell	23,151 -30,186	-57%	-$5.46M	0.44%	47
2024 Q3	$9.56M	Buy	53,337 +219	+0.4%	+$37.4K	1.08%	16
2024 Q2	$8.73M	Buy	53,118 +7,392	+16%	+$1.22M	1.06%	16
2024 Q1	$7.74M	Buy	45,726 +24,911	+120%	+$4M	0.99%	22
2023 Q4	$3.28M	Buy	20,815 +7,509	+56%	+$1.09M	0.52%	37
2023 Q3	$1.89M	Buy	13,306 +458	+4%	+$68.4K	0.33%	67
2023 Q2	$1.92M	Sell	12,848 -802	-6%	-$116K	0.33%	67
2023 Q1	$1.97M	Sell	13,650 -6,555	-32%	-$960K	0.37%	60
2022 Q4	$2.85M	Sell	20,205 -6,140	-23%	-$859K	0.63%	41
2022 Q3	$3.35M	Buy	+26,345	New	+$3.72M	0.74%	30

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

Clear Creek Financial Management's RSP Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.8% in Q2 2026, selling an estimated $141K and leaving 17,617 shares worth $3.75M. The position accounts for 0.24% of the portfolio, ranked #102.

Clear Creek Financial Management first reported a position in RSP in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.56M in Q3 2024. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Clear Creek Financial Management held 17,617 shares of Invesco S&P 500 Equal Weight ETF worth $3.75M as of Q2 2026.
Clear Creek Financial Management sold 689 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $141K.
Invesco S&P 500 Equal Weight ETF made up 0.24% of Clear Creek Financial Management's portfolio in Q2 2026, its #102 holding.
Clear Creek Financial Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2022 and has held it in 16 quarters since.
Clear Creek Financial Management's Invesco S&P 500 Equal Weight ETF position peaked at $9.56M in Q3 2024.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.