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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
2024
Q2 		– Sell
-5,355
Closed -$907K – 238
2024
Q1 		$907K Buy
+5,355
New +$860K 0.13% 51

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
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
CA
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
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. 563 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.
  • 563 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.