Creative Financial Designs’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Creative Financial Designs’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	$2.11M	Sell	9,894 -2,522	-20%	-$516K	0.1%	188
2026 Q1	$2.38M	Buy	12,416 +4,504	+57%	+$893K	0.14%	129
2025 Q4	$1.52M	Sell	7,912 -1,635	-17%	-$310K	0.1%	179
2025 Q3	$1.81M	Sell	9,547 -8,401	-47%	-$1.57M	0.12%	155
2025 Q2	$3.26M	Buy	17,948 +2,365	+15%	+$408K	0.23%	98
2025 Q1	$2.7M	Buy	15,583 +2,556	+20%	+$454K	0.22%	96
2024 Q4	$2.28M	Buy	13,027 +1,879	+17%	+$340K	0.19%	108
2024 Q3	$2M	Sell	11,148 -3,919	-26%	-$670K	0.17%	120
2024 Q2	$2.48M	Buy	15,067 +927	+7%	+$152K	0.22%	92
2024 Q1	$2.39M	Buy	14,140 +5,440	+63%	+$874K	0.23%	92
2023 Q4	$1.37M	Buy	8,700 +4,627	+114%	+$672K	0.14%	133
2023 Q3	$577K	Buy	4,073 +1,965	+93%	+$294K	0.07%	193
2023 Q2	$315K	Buy	2,108 +93	+5%	+$13.4K	0.04%	271
2023 Q1	$291K	Buy	2,015 +403	+25%	+$59K	0.04%	280
2022 Q4	$228K	Buy	1,612 +691	+75%	+$96.6K	0.03%	299
2022 Q3	$117K	Buy	921 +320	+53%	+$45.1K	0.02%	401
2022 Q2	$81K	Buy	+601	New	+$87.9K	0.01%	468
2021 Q1	–	Sell	-25	Closed	-$3K	–	1353
2020 Q4	$3K	Sell	25 -35	-58%	-$4.16K	﹤0.01%	1086
2020 Q3	$7K	Sell	60 -25	-29%	-$2.7K	﹤0.01%	876
2020 Q2	$9K	Hold	85	–	–	﹤0.01%	781
2020 Q1	$7K	Hold	85	–	–	﹤0.01%	382
2019 Q4	$10K	Hold	85	–	–	﹤0.01%	398
2019 Q3	$9K	Hold	85	–	–	﹤0.01%	423
2019 Q2	$9K	Buy	+85	New	+$9K	﹤0.01%	411
2018 Q4	–	Sell	-817	Closed	-$87K	–	731
2018 Q3	$87K	Buy	817 +1	+0.1%	+$106	0.05%	169
2018 Q2	$83K	Sell	816 -127	-13%	-$12.9K	0.05%	192
2018 Q1	$94K	Buy	943 +127	+16%	+$13K	0.06%	173
2017 Q4	$82K	Hold	816	–	–	0.06%	185
2017 Q3	$78K	Buy	816 +1	+0.1%	+$94	0.04%	204
2017 Q2	$76K	Sell	815 -137	-14%	-$12.6K	0.05%	202
2017 Q1	$86K	Hold	952	–	–	0.06%	190
2016 Q4	$82K	Buy	+952	New	+$80.4K	0.07%	186

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

Creative Financial Designs's RSP Position: Q2 2026 in Review

Creative Financial Designs reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 20% in Q2 2026, selling an estimated $516K and leaving 9,894 shares worth $2.11M. The position accounts for 0.1% of the portfolio, ranked #188.

Creative Financial Designs first reported a position in RSP in Q4 2016 and has held it in 32 quarters since. The position peaked at $3.26M in Q2 2025. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Creative Financial Designs held 9,894 shares of Invesco S&P 500 Equal Weight ETF worth $2.11M as of Q2 2026.
Creative Financial Designs sold 2,522 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $516K.
Invesco S&P 500 Equal Weight ETF made up 0.1% of Creative Financial Designs's portfolio in Q2 2026, its #188 holding.
Creative Financial Designs first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2016 and has held it in 32 quarters since.
Creative Financial Designs's Invesco S&P 500 Equal Weight ETF position peaked at $3.26M in Q2 2025.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.