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

ClientFirst 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	$1.08M	Hold	5,096	–	–	0.89%	12
2026 Q1	$978K	Hold	5,096	–	–	0.83%	12
2025 Q4	$976K	Hold	5,096	–	–	0.78%	12
2025 Q3	$967K	Hold	5,096	–	–	0.77%	14
2025 Q2	$926K	Hold	5,096	–	–	0.95%	14
2025 Q1	$883K	Hold	5,096	–	–	1%	14
2024 Q4	$893K	Buy	+5,096	New	+$921K	0.9%	14
2023 Q3	$906K	Buy	6,432 +4,982	+344%	+$744K	1.1%	14
2023 Q2	$220K	Buy	+1,450	New	+$209K	0.26%	27

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

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

ClientFirst Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 5,096 shares worth $1.08M. The position accounts for 0.89% of the portfolio, ranked #12.

ClientFirst Wealth Management first reported a position in RSP in Q2 2023 and has held it in 9 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

ClientFirst Wealth Management held 5,096 shares of Invesco S&P 500 Equal Weight ETF worth $1.08M as of Q2 2026.
ClientFirst Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.89% of ClientFirst Wealth Management's portfolio in Q2 2026, its #12 holding.
ClientFirst Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 9 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.