CVA Family Office’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

CVA Family Office’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	$149K	Sell	702 -42	-6%	-$8.6K	0.01%	388
2026 Q1	$143K	Sell	744 -128	-15%	-$25.4K	0.02%	383
2025 Q4	$167K	Sell	872 -25	-3%	-$4.75K	0.02%	327
2025 Q3	$170K	Sell	897 -224	-20%	-$41.7K	0.02%	322
2025 Q2	$204K	Sell	1,121 -1,550	-58%	-$268K	0.03%	288
2025 Q1	$463K	Sell	2,671 -71	-3%	-$12.6K	0.07%	175
2024 Q4	$480K	Buy	2,742 +2,027	+283%	+$366K	0.08%	163
2024 Q3	$128K	Hold	715	–	–	0.02%	330
2024 Q2	$117K	Buy	715 +12	+2%	+$1.97K	0.02%	328
2024 Q1	$119K	Buy	703 +220	+46%	+$35.3K	0.02%	327
2023 Q4	$76.2K	Buy	+483	New	+$70.2K	0.01%	377
2023 Q3	–	Sell	-125	Closed	-$18.7K	–	797
2023 Q2	$18.7K	Hold	125	–	–	﹤0.01%	630
2023 Q1	$18.1K	Hold	125	–	–	﹤0.01%	606
2022 Q4	$17.7K	Hold	125	–	–	﹤0.01%	583
2022 Q3	$16K	Hold	125	–	–	﹤0.01%	566
2022 Q2	$17K	Hold	125	–	–	﹤0.01%	569
2022 Q1	$20K	Hold	125	–	–	﹤0.01%	564
2021 Q4	$20K	Buy	+125	New	+$19.8K	0.01%	530
2021 Q3	–	Sell	-125	Closed	-$19K	–	782
2021 Q2	$19K	Hold	125	–	–	0.01%	541
2021 Q1	$18K	Buy	+125	New	+$16.9K	0.01%	434
2020 Q2	–	Sell	-1,841	Closed	-$155K	–	331
2020 Q1	$155K	Hold	1,841	–	–	0.16%	83
2019 Q4	$213K	Buy	+1,841	New	+$205K	0.2%	76

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

CVA Family Office's RSP Position: Q2 2026 in Review

CVA Family Office reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.6% in Q2 2026, selling an estimated $8.6K and leaving 702 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #388.

CVA Family Office first reported a position in RSP in Q4 2019 and has held it in 22 quarters since. The position peaked at $480K in Q4 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

CVA Family Office held 702 shares of Invesco S&P 500 Equal Weight ETF worth $149K as of Q2 2026.
CVA Family Office sold 42 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $8.6K.
Invesco S&P 500 Equal Weight ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #388 holding.
CVA Family Office first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 22 quarters since.
CVA Family Office's Invesco S&P 500 Equal Weight ETF position peaked at $480K in Q4 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.