Colton Groome Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Colton Groome Financial 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	$532K	Buy	2,499 +691	+38%	+$141K	0.13%	92
2026 Q1	$347K	Sell	1,808 -86	-5%	-$17K	0.1%	100
2025 Q4	$363K	Sell	1,894 -422	-18%	-$80.1K	0.1%	98
2025 Q3	$439K	Sell	2,316 -1,096	-32%	-$204K	0.13%	87
2025 Q2	$620K	Buy	3,412 +769	+29%	+$133K	0.21%	70
2025 Q1	$447K	Sell	2,643 -474	-15%	-$84.3K	0.17%	78
2024 Q4	$546K	Sell	3,117 -375	-11%	-$67.8K	0.21%	66
2024 Q3	$626K	Buy	3,492 +1,895	+119%	+$324K	0.23%	63
2024 Q2	$262K	Sell	1,597 -1,738	-52%	-$286K	0.1%	106
2024 Q1	$565K	Buy	3,335 +742	+29%	+$119K	0.23%	66
2023 Q4	$409K	Sell	2,593 -13,587	-84%	-$1.97M	0.18%	79
2023 Q3	$2.29M	Sell	16,180 -4,410	-21%	-$659K	1.15%	21
2023 Q2	$3.08M	Sell	20,590 -9,436	-31%	-$1.36M	1.44%	18
2023 Q1	$4.34M	Sell	30,026 -2,123	-7%	-$311K	2.07%	13
2022 Q4	$4.54M	Buy	32,149 +13,114	+69%	+$1.83M	2.23%	9
2022 Q3	$2.42M	Sell	19,035 -29,854	-61%	-$4.21M	1.24%	21
2022 Q2	$6.56M	Sell	48,889 -23,320	-32%	-$3.41M	3.28%	4
2022 Q1	$11.4M	Buy	72,209 +6,356	+10%	+$991K	5.27%	3
2021 Q4	$10.7M	Sell	65,853 -16,447	-20%	-$2.6M	4.36%	3
2021 Q3	$12.3M	Buy	82,300 +22	+0%	+$3.37K	5.36%	3
2021 Q2	$12.4M	Sell	82,278 -1,730	-2%	-$258K	5.68%	4
2021 Q1	$11.9M	Buy	84,008 +23,628	+39%	+$3.19M	6.65%	3
2020 Q4	$7.7M	Buy	60,380 +6,884	+13%	+$819K	4.96%	6
2020 Q3	$5.78M	Sell	53,496 -4,663	-8%	-$503K	4.06%	9
2020 Q2	$5.92M	Buy	58,159 +41,574	+251%	+$4.01M	4.3%	7
2020 Q1	$1.39M	Sell	16,585 -3,885	-19%	-$413K	1.15%	14
2019 Q4	$2.37M	Buy	20,470 +1,148	+6%	+$128K	1.7%	21
2019 Q3	$2.15M	Sell	19,322 -35,379	-65%	-$3.8M	1.59%	20
2019 Q2	$5.9M	Buy	+54,701	New	+$5.79M	4.73%	8

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

Colton Groome Financial Advisors's RSP Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 38% in Q2 2026, buying an estimated $141K and bringing the position to 2,499 shares worth $532K. The position accounts for 0.13% of the portfolio, ranked #92.

Colton Groome Financial Advisors first reported a position in RSP in Q2 2019 and has held it in 29 quarters since. The position peaked at $12.4M in Q2 2021. 2,319 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Colton Groome Financial Advisors held 2,499 shares of Invesco S&P 500 Equal Weight ETF worth $532K as of Q2 2026.
Colton Groome Financial Advisors bought 691 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $141K.
Invesco S&P 500 Equal Weight ETF made up 0.13% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #92 holding.
Colton Groome Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2019 and has held it in 29 quarters since.
Colton Groome Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $12.4M in Q2 2021.
2,319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.