Culbertson A N & Co’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Culbertson A N & Co’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	$1.11M	Sell	5,236 -534	-9%	-$109K	0.13%	100
2026 Q1	$1.11M	Buy	5,770 +399	+7%	+$79.1K	0.14%	92
2025 Q4	$1.03M	Hold	5,371	–	–	0.14%	88
2025 Q3	$1.02M	Sell	5,371 -10	-0.2%	-$1.86K	0.14%	91
2025 Q2	$978K	Buy	5,381 +268	+5%	+$46.3K	0.15%	89
2025 Q1	$886K	Buy	5,113 +1,142	+29%	+$203K	0.14%	92
2024 Q4	$696K	Buy	3,971 +2,219	+127%	+$401K	0.11%	101
2024 Q3	$314K	Buy	+1,752	New	+$299K	0.05%	119

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

Culbertson A N & Co's RSP Position: Q2 2026 in Review

Culbertson A N & Co reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 9.3% in Q2 2026, selling an estimated $109K and leaving 5,236 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #100.

Culbertson A N & Co first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Culbertson A N & Co held 5,236 shares of Invesco S&P 500 Equal Weight ETF worth $1.11M as of Q2 2026.
Culbertson A N & Co sold 534 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $109K.
Invesco S&P 500 Equal Weight ETF made up 0.13% of Culbertson A N & Co's portfolio in Q2 2026, its #100 holding.
Culbertson A N & Co first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.