Cura Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Cura Wealth Advisors’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	$494K	Sell	2,321 -1,265	-35%	-$259K	0.21%	66
2026 Q1	$688K	Buy	3,586 +6	+0.2%	+$1.19K	0.31%	46
2025 Q4	$686K	Buy	3,580 +327	+10%	+$62.1K	0.26%	51
2025 Q3	$617K	Buy	3,253 +6	+0.2%	+$1.12K	0.24%	50
2025 Q2	$590K	Sell	3,247 -795	-20%	-$137K	0.24%	50
2025 Q1	$700K	Buy	4,042 +318	+9%	+$56.5K	0.28%	40
2024 Q4	$653K	Buy	+3,724	New	+$673K	0.29%	43

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

Cura Wealth Advisors's RSP Position: Q2 2026 in Review

Cura Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 35% in Q2 2026, selling an estimated $259K and leaving 2,321 shares worth $494K. The position accounts for 0.21% of the portfolio, ranked #66.

Cura Wealth Advisors first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $700K in Q1 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Cura Wealth Advisors held 2,321 shares of Invesco S&P 500 Equal Weight ETF worth $494K as of Q2 2026.
Cura Wealth Advisors sold 1,265 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $259K.
Invesco S&P 500 Equal Weight ETF made up 0.21% of Cura Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Cura Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
Cura Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $700K in Q1 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.