Commonwealth Retirement Investments’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Commonwealth Retirement Investments’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	$330K	Sell	1,549 -100	-6%	-$20.5K	0.09%	105
2026 Q1	$316K	Buy	1,649 +110	+7%	+$21.8K	0.1%	103
2025 Q4	$295K	Hold	1,539	–	–	0.09%	110
2025 Q3	$292K	Hold	1,539	–	–	0.1%	107
2025 Q2	$280K	Hold	1,539	–	–	0.11%	103
2025 Q1	$267K	Hold	1,539	–	–	0.11%	86
2024 Q4	$270K	Buy	1,539 +1	+0.1%	+$181	0.11%	92
2024 Q3	$276K	Buy	+1,538	New	+$263K	0.12%	85

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

Commonwealth Retirement Investments's RSP Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.1% in Q2 2026, selling an estimated $20.5K and leaving 1,549 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #105.

Commonwealth Retirement Investments first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Commonwealth Retirement Investments held 1,549 shares of Invesco S&P 500 Equal Weight ETF worth $330K as of Q2 2026.
Commonwealth Retirement Investments sold 100 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $20.5K.
Invesco S&P 500 Equal Weight ETF made up 0.09% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #105 holding.
Commonwealth Retirement Investments first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.