Deane Retirement Strategies’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Deane Retirement Strategies’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	$119K	Buy	+561	New	+$115K	0.05%	41
2026 Q1	–	Sell	-138	Closed	-$26.4K	–	76
2025 Q4	$26.4K	Buy	138 +18	+15%	+$3.42K	0.01%	55
2025 Q3	$22.8K	Buy	120 +16	+15%	+$2.98K	0.01%	55
2025 Q2	$18.9K	Buy	+104	New	+$18K	0.01%	51

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

Deane Retirement Strategies's RSP Position: Q2 2026 in Review

Deane Retirement Strategies opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 561 shares worth $119K. The stake represents 0.05% of the portfolio and ranks #41 among its holdings. This is a return to the name: Deane Retirement Strategies previously reported a position in RSP as recently as Q4 2025.

Deane Retirement Strategies first reported a position in RSP in Q2 2025 and has held it in 4 quarters since. 2,301 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Deane Retirement Strategies held 561 shares of Invesco S&P 500 Equal Weight ETF worth $119K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Deane Retirement Strategies position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.05% of Deane Retirement Strategies's portfolio in Q2 2026, its #41 holding.
Deane Retirement Strategies first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 4 quarters since.
2,301 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.