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

Compass 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	$449K	Buy	+2,082	New	+$426K	0.05%	290

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Compass Financial Management's RSP Position: Q2 2026 in Review

Compass Financial Management opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 2,082 shares worth $449K. The stake represents 0.05% of the portfolio and ranks #290 among its holdings.

2,232 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Compass Financial Management held 2,082 shares of Invesco S&P 500 Equal Weight ETF worth $449K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Compass Financial Management position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.05% of Compass Financial Management's portfolio in Q2 2026, its #290 holding.
2,232 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.