Cornerstone Wealth Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Cornerstone Wealth 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	$2.85M	Buy	13,375 +287	+2%	+$58.7K	0.17%	120
2026 Q1	$2.65M	Sell	13,088 -167	-1%	-$33.1K	0.17%	118
2025 Q4	$2.54M	Sell	13,255 -64,692	-83%	-$12.3M	0.17%	113
2025 Q3	$14.8M	Buy	77,947 +6,242	+9%	+$1.16M	1%	20
2025 Q2	$13M	Sell	71,705 -10,370	-13%	-$1.79M	0.98%	21
2025 Q1	$14.2M	Buy	82,075 +17,296	+27%	+$3.08M	1.18%	17
2024 Q4	$11.4M	Buy	64,779 +24,871	+62%	+$4.5M	0.93%	23
2024 Q3	$7.15M	Buy	39,908 +32,117	+412%	+$5.49M	0.59%	41
2024 Q2	$1.28M	Buy	7,791 +82	+1%	+$13.5K	0.11%	117
2024 Q1	$1.31M	Buy	+7,709	New	+$1.24M	0.12%	113
2022 Q4	–	Sell	-65,733	Closed	-$8.37M	–	148
2022 Q3	$8.37M	Sell	65,733 -22,040	-25%	-$3.11M	1.85%	12
2022 Q2	$11.8M	Buy	+87,773	New	+$12.8M	2.47%	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

Cornerstone Wealth Group's RSP Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.2% in Q2 2026, buying an estimated $58.7K and bringing the position to 13,375 shares worth $2.85M. The position accounts for 0.17% of the portfolio, ranked #120.

Cornerstone Wealth Group first reported a position in RSP in Q2 2022 and has held it in 12 quarters since. The position peaked at $14.8M in Q3 2025. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Cornerstone Wealth Group held 13,375 shares of Invesco S&P 500 Equal Weight ETF worth $2.85M as of Q2 2026.
Cornerstone Wealth Group bought 287 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $58.7K.
Invesco S&P 500 Equal Weight ETF made up 0.17% of Cornerstone Wealth Group's portfolio in Q2 2026, its #120 holding.
Cornerstone Wealth Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and has held it in 12 quarters since.
Cornerstone Wealth Group's Invesco S&P 500 Equal Weight ETF position peaked at $14.8M in Q3 2025.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.