Cooper Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Cooper Financial Group’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	$281K	Sell	1,321 -40	-3%	-$8.19K	0.02%	351
2026 Q1	$261K	Buy	1,361 +5	+0.4%	+$991	0.03%	359
2025 Q4	$260K	Buy	1,356 +4	+0.3%	+$759	0.03%	324
2025 Q3	$256K	Sell	1,352 -219	-14%	-$40.8K	0.03%	327
2025 Q2	$285K	Buy	1,571 +18	+1%	+$3.11K	0.03%	310
2025 Q1	$269K	Buy	1,553 +152	+11%	+$27K	0.04%	323
2024 Q4	$245K	Buy	1,401 +103	+8%	+$18.6K	0.03%	342
2024 Q3	$233K	Buy	+1,298	New	+$222K	0.03%	348
2022 Q2	–	Sell	-1,837	Closed	-$290K	–	281
2022 Q1	$290K	Sell	1,837 -2,006	-52%	-$313K	0.11%	178
2021 Q4	$625K	Sell	3,843 -4,094	-52%	-$647K	0.24%	99
2021 Q3	$1.19M	Buy	7,937 +1,543	+24%	+$236K	0.25%	64
2021 Q2	$964K	Buy	+6,394	New	+$952K	0.2%	76

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

Cooper Financial Group's RSP Position: Q2 2026 in Review

Cooper Financial Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.9% in Q2 2026, selling an estimated $8.19K and leaving 1,321 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #351.

Cooper Financial Group first reported a position in RSP in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.19M in Q3 2021. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Cooper Financial Group held 1,321 shares of Invesco S&P 500 Equal Weight ETF worth $281K as of Q2 2026.
Cooper Financial Group sold 40 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $8.19K.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #351 holding.
Cooper Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and has held it in 12 quarters since.
Cooper Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $1.19M in Q3 2021.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.