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

Copia 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	$2.51M	Buy	11,786 +2,240	+23%	+$458K	1.51%	19
2026 Q1	$1.83M	Buy	9,546 +8,527	+837%	+$1.69M	1.26%	21
2025 Q4	$195K	Buy	1,019 +788	+341%	+$150K	0.14%	104
2025 Q3	$43.8K	Buy	231 +178	+336%	+$33.2K	0.03%	202
2025 Q2	$9.63K	Hold	53	–	–	0.01%	290
2025 Q1	$9.18K	Hold	53	–	–	0.01%	285
2024 Q4	$9.29K	Buy	+53	New	+$9.58K	0.01%	269

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

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

Copia Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 23% in Q2 2026, buying an estimated $458K and bringing the position to 11,786 shares worth $2.51M. The position accounts for 1.51% of the portfolio, ranked #19.

Copia Wealth Management first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Copia Wealth Management held 11,786 shares of Invesco S&P 500 Equal Weight ETF worth $2.51M as of Q2 2026.
Copia Wealth Management bought 2,240 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $458K.
Invesco S&P 500 Equal Weight ETF made up 1.51% of Copia Wealth Management's portfolio in Q2 2026, its #19 holding.
Copia Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.