DHJJ Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

DHJJ Financial Advisors’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	$104K	Buy	491 +55	+13%	+$11.3K	0.03%	307
2026 Q1	$83.6K	Buy	436 +39	+10%	+$7.73K	0.03%	309
2025 Q4	$76K	Sell	397 -83	-17%	-$15.8K	0.03%	314
2025 Q3	$91K	Buy	480 +27	+6%	+$5.03K	0.03%	274
2025 Q2	$82.4K	Buy	453 +36	+9%	+$6.21K	0.03%	278
2025 Q1	$72.3K	Buy	417 +224	+116%	+$39.8K	0.03%	268
2024 Q4	$33.9K	Hold	193	–	–	0.01%	362
2024 Q3	$34.6K	Hold	193	–	–	0.01%	355
2024 Q2	$31.8K	Buy	193 +100	+108%	+$16.4K	0.01%	328
2024 Q1	$15.8K	Hold	93	–	–	0.01%	389
2023 Q4	$14.7K	Hold	93	–	–	0.01%	391
2023 Q3	$13.2K	Buy	+93	New	+$13.9K	0.01%	399

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

DHJJ Financial Advisors's RSP Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 13% in Q2 2026, buying an estimated $11.3K and bringing the position to 491 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #307.

DHJJ Financial Advisors first reported a position in RSP in Q3 2023 and has held it in 12 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

DHJJ Financial Advisors held 491 shares of Invesco S&P 500 Equal Weight ETF worth $104K as of Q2 2026.
DHJJ Financial Advisors bought 55 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $11.3K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of DHJJ Financial Advisors's portfolio in Q2 2026, its #307 holding.
DHJJ Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 12 quarters since.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.