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

Daymark 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	$1.84M	Buy	8,664 +307	+4%	+$62.8K	0.05%	255
2026 Q1	$1.6M	Sell	8,357 -1,280	-13%	-$254K	0.05%	237
2025 Q4	$1.85M	Sell	9,637 -318	-3%	-$60.4K	0.06%	206
2025 Q3	$1.89M	Sell	9,955 -496	-5%	-$92.4K	0.06%	196
2025 Q2	$1.9M	Sell	10,451 -2,045	-16%	-$353K	0.07%	184
2025 Q1	$2.16M	Sell	12,496 -1,289	-9%	-$229K	0.09%	162
2024 Q4	$2.42M	Sell	13,785 -1,090	-7%	-$197K	0.1%	151
2024 Q3	$2.67M	Sell	14,875 -847	-5%	-$145K	0.11%	142
2024 Q2	$2.58M	Buy	15,722 +13,678	+669%	+$2.25M	0.12%	140
2024 Q1	$346K	Buy	2,044 +82	+4%	+$13.2K	0.02%	321
2023 Q4	$310K	Hold	1,962	–	–	0.02%	316
2023 Q3	$278K	Sell	1,962 -674	-26%	-$101K	0.02%	317
2023 Q2	$394K	Buy	+2,636	New	+$380K	0.03%	262

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

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

Daymark Wealth Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.7% in Q2 2026, buying an estimated $62.8K and bringing the position to 8,664 shares worth $1.84M. The position accounts for 0.05% of the portfolio, ranked #255.

Daymark Wealth Partners first reported a position in RSP in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.67M in Q3 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Daymark Wealth Partners held 8,664 shares of Invesco S&P 500 Equal Weight ETF worth $1.84M as of Q2 2026.
Daymark Wealth Partners bought 307 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $62.8K.
Invesco S&P 500 Equal Weight ETF made up 0.05% of Daymark Wealth Partners's portfolio in Q2 2026, its #255 holding.
Daymark Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 13 quarters since.
Daymark Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $2.67M in Q3 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.