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

Clear Point 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	$304K	Buy	+1,429	New	+$292K	0.27%	74
2026 Q1	–	Sell	-1,380	Closed	-$264K	–	131
2025 Q4	$264K	Sell	1,380 -581	-30%	-$110K	0.21%	112
2025 Q3	$372K	Sell	1,961 -369	-16%	-$68.8K	0.29%	91
2025 Q2	$424K	Buy	2,330 +980	+73%	+$169K	0.36%	74
2025 Q1	$234K	Sell	1,350 -326	-19%	-$58K	0.21%	99
2024 Q4	$294K	Buy	1,676 +70	+4%	+$12.7K	0.25%	92
2024 Q3	$288K	Sell	1,606 -459	-22%	-$78.4K	0.22%	90
2024 Q2	$339K	Buy	2,065 +411	+25%	+$67.6K	0.28%	81
2024 Q1	$280K	Sell	1,654 -407	-20%	-$65.4K	0.23%	89
2023 Q4	$325K	Buy	+2,061	New	+$299K	0.29%	77

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 Point Advisors's RSP Position: Q2 2026 in Review

Clear Point Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 1,429 shares worth $304K. The stake represents 0.27% of the portfolio and ranks #74 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in RSP as recently as Q4 2025.

Clear Point Advisors first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $424K in Q2 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Clear Point Advisors held 1,429 shares of Invesco S&P 500 Equal Weight ETF worth $304K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Clear Point Advisors position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.27% of Clear Point Advisors's portfolio in Q2 2026, its #74 holding.
Clear Point Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $424K in Q2 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.