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CRA Financial Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

CRA Financial Services’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 		$6.27M Buy
29,468
+38
+0.1% +$7.78K 0.72% 27
2026
Q1 		$5.65M Buy
29,430
+105
+0.4% +$20.8K 0.73% 28
2025
Q4 		$5.62M Buy
29,325
+495
+2% +$94K 0.74% 30
2025
Q3 		$5.47M Sell
28,830
-845
-3% -$157K 0.75% 30
2025
Q2 		$5.39M Buy
29,675
+110
+0.4% +$19K 0.82% 26
2025
Q1 		$5.12M Buy
29,565
+3,049
+11% +$542K 0.88% 25
2024
Q4 		$4.65M Buy
26,516
+506
+2% +$91.5K 0.8% 28
2024
Q3 		$4.66M Buy
26,010
+2,697
+12% +$461K 0.86% 24
2024
Q2 		$3.83M Buy
23,313
+1,091
+5% +$179K 0.77% 27
2024
Q1 		$3.76M Buy
22,222
+1,454
+7% +$233K 0.82% 26
2023
Q4 		$3.28M Buy
20,768
+683
+3% +$99.2K 0.8% 26
2023
Q3 		$2.85M Buy
20,085
+2,217
+12% +$331K 0.78% 26
2023
Q2 		$2.67M Buy
17,868
+4,267
+31% +$615K 0.72% 29
2023
Q1 		$1.97M Buy
13,601
+1,170
+9% +$171K 0.58% 37
2022
Q4 		$1.76M Sell
12,431
-438
-3% -$61.3K 0.57% 37
2022
Q3 		$1.64M Buy
12,869
+2,508
+24% +$354K 0.59% 32
2022
Q2 		$1.39M Buy
10,361
+78
+0.8% +$11.4K 0.48% 41
2022
Q1 		$1.62M Buy
10,283
+162
+2% +$25.3K 0.49% 38
2021
Q4 		$1.65M Buy
10,121
+147
+1% +$23.2K 0.49% 35
2021
Q3 		$1.49M Buy
9,974
+652
+7% +$99.8K 0.51% 36
2021
Q2 		$1.41M Buy
9,322
+94
+1% +$14K 0.49% 38
2021
Q1 		$1.31M Buy
9,228
+3,276
+55% +$442K 0.51% 37
2020
Q4 		$759K Buy
5,952
+471
+9% +$56K 0.32% 63
2020
Q3 		$593K Sell
5,481
-550
-9% -$59.4K 0.28% 74
2020
Q2 		$614K Buy
6,031
+50
+0.8% +$4.82K 0.32% 74
2020
Q1 		$503K Buy
5,981
+200
+3% +$21.3K 0.32% 74
2019
Q4 		$669K Sell
5,781
-100
-2% -$11.1K 0.37% 60
2019
Q3 		$636K Sell
5,881
-367
-6% -$39.4K 0.38% 57
2019
Q2 		$674K Buy
6,248
+250
+4% +$26.5K 0.4% 57
2019
Q1 		$626K Sell
5,998
-401
-6% -$40.4K 0.41% 56
2018
Q4 		$585K Buy
+6,399
New +$634K 0.42% 56

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

CRA Financial Services's RSP Position: Q2 2026 in Review

CRA Financial Services increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.13% in Q2 2026, buying an estimated $7.78K and bringing the position to 29,468 shares worth $6.27M. The position accounts for 0.72% of the portfolio, ranked #27.

CRA Financial Services first reported a position in RSP in Q4 2018 and has held it in 31 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • CRA Financial Services held 29,468 shares of Invesco S&P 500 Equal Weight ETF worth $6.27M as of Q2 2026.
  • CRA Financial Services bought 38 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $7.78K.
  • Invesco S&P 500 Equal Weight ETF made up 0.72% of CRA Financial Services's portfolio in Q2 2026, its #27 holding.
  • CRA Financial Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.