Darwin Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Darwin Wealth Management’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	$1.44M	Sell	6,760 -247	-4%	-$50.5K	0.39%	67
2026 Q1	$1.34M	Sell	7,007 -575	-8%	-$114K	0.42%	67
2025 Q4	$1.45M	Sell	7,582 -342	-4%	-$64.9K	0.45%	61
2025 Q3	$1.5M	Sell	7,924 -223	-3%	-$41.6K	0.48%	62
2025 Q2	$1.48M	Sell	8,147 -178	-2%	-$30.7K	0.51%	58
2025 Q1	$1.46M	Hold	8,325	–	–	0.49%	59
2024 Q4	$1.46M	Sell	8,325 -2,695	-24%	-$487K	0.49%	59
2024 Q3	$1.97M	Sell	11,020 -1,436	-12%	-$245K	0.54%	61
2024 Q2	$2.05M	Sell	12,456 -745	-6%	-$123K	1.02%	33
2024 Q1	$2.24M	Buy	13,201 +64	+0.5%	+$10.3K	0.62%	49
2023 Q4	$2.07M	Sell	13,137 -1,626	-11%	-$236K	0.56%	57
2023 Q3	$2.09M	Sell	14,763 -654	-4%	-$97.7K	0.56%	54
2023 Q2	$2.34M	Sell	15,417 -1,285	-8%	-$185K	0.6%	47
2023 Q1	$2.43M	Sell	16,702 -1,678	-9%	-$246K	0.66%	39
2022 Q4	$2.74M	Sell	18,380 -4,163	-18%	-$582K	0.71%	37
2022 Q3	$2.95M	Sell	22,543 -16,239	-42%	-$2.29M	0.74%	37
2022 Q2	$5.61M	Sell	38,782 -13,708	-26%	-$2.01M	1.13%	26
2022 Q1	$8.28M	Sell	52,490 -9,737	-16%	-$1.52M	1.36%	21
2021 Q4	$9.67M	Sell	62,227 -14,983	-19%	-$2.37M	1.53%	17
2021 Q3	$11.6M	Sell	77,210 -9,630	-11%	-$1.47M	1.85%	16
2021 Q2	$13.1M	Buy	86,840 +1,848	+2%	+$275K	2.13%	14
2021 Q1	$12M	Buy	+84,992	New	+$11.5M	2.1%	12
2020 Q3	–	Sell	-2,683	Closed	-$273K	–	171
2020 Q2	$273K	Sell	2,683 -4,156	-61%	-$401K	0.07%	129
2020 Q1	$574K	Sell	6,839 -5,916	-46%	-$629K	0.18%	79
2019 Q4	$1.48M	Sell	12,755 -45	-0.4%	-$5K	0.39%	79
2019 Q3	$1.38M	Buy	12,800 +185	+1%	+$19.9K	0.41%	75
2019 Q2	$1.36M	Buy	12,615 +3,117	+33%	+$330K	0.42%	73
2019 Q1	$992K	Buy	9,498 +2,050	+28%	+$207K	0.33%	76
2018 Q4	$682K	Sell	7,448 -1,951	-21%	-$193K	0.48%	47
2018 Q3	$1M	Buy	9,399 +1,065	+13%	+$113K	0.56%	40
2018 Q2	$851K	Buy	8,334 +418	+5%	+$42.4K	0.55%	43
2018 Q1	$788K	Sell	7,916 -43,298	-85%	-$4.43M	0.57%	41
2017 Q4	$5.17M	Buy	51,214 +43,200	+539%	+$4.24M	2.22%	6
2017 Q3	$766K	Sell	8,014 -40,769	-84%	-$3.81M	0.74%	39
2017 Q2	$4.52M	Buy	48,783 +597	+1%	+$54.7K	2.5%	3
2017 Q1	$4.38M	Sell	48,186 -19,855	-29%	-$1.78M	2.54%	4
2016 Q4	$5.89M	Buy	+68,041	New	+$5.75M	3.96%	3

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

Darwin Wealth Management's RSP Position: Q2 2026 in Review

Darwin Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.5% in Q2 2026, selling an estimated $50.5K and leaving 6,760 shares worth $1.44M. The position accounts for 0.39% of the portfolio, ranked #67.

Darwin Wealth Management first reported a position in RSP in Q4 2016 and has held it in 37 quarters since. The position peaked at $13.1M in Q2 2021. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Darwin Wealth Management held 6,760 shares of Invesco S&P 500 Equal Weight ETF worth $1.44M as of Q2 2026.
Darwin Wealth Management sold 247 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $50.5K.
Invesco S&P 500 Equal Weight ETF made up 0.39% of Darwin Wealth Management's portfolio in Q2 2026, its #67 holding.
Darwin Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2016 and has held it in 37 quarters since.
Darwin Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $13.1M in Q2 2021.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.