Curated Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Curated Wealth Partners’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	$17.1K	Buy	+15,092	New	+$3.09M	﹤0.01%	783
2024 Q1	–	Sell	-34,115	Closed	-$5.48M	–	242
2023 Q4	$5.38M	Sell	34,115 -29,402	-46%	-$4.27M	0.88%	10
2023 Q3	$9M	Sell	63,517 -6,068	-9%	-$906K	1.64%	4
2023 Q2	$10.4M	Buy	69,585 +1,379	+2%	+$199K	2.02%	5
2023 Q1	$9.86M	Buy	68,206 +48,143	+240%	+$7.05M	2.22%	5
2022 Q4	$2.83M	Buy	+20,063	New	+$2.81M	0.69%	11

Other funds holding RSP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners's RSP Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 15,092 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #783 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in RSP as recently as Q4 2023.

Curated Wealth Partners first reported a position in RSP in Q4 2022 and has held it in 6 quarters since. The position peaked at $10.4M in Q2 2023. 556 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Curated Wealth Partners held 15,092 shares of Invesco S&P 500 Equal Weight ETF worth $17.1K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Curated Wealth Partners position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #783 holding.
Curated Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 6 quarters since.
Curated Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $10.4M in Q2 2023.
556 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.