Disciplined Investors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Disciplined Investors’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	$954K	Sell	4,483 -292	-6%	-$59.8K	0.48%	53
2026 Q1	$916K	Sell	4,775 -90	-2%	-$17.8K	0.55%	52
2025 Q4	$932K	Buy	4,865 +4	+0.1%	+$759	0.61%	47
2025 Q3	$922K	Sell	4,861 -606	-11%	-$113K	0.66%	41
2025 Q2	$994K	Sell	5,467 -491	-8%	-$84.8K	0.77%	39
2025 Q1	$1.03M	Sell	5,958 -17	-0.3%	-$3.02K	0.93%	31
2024 Q4	$1.04M	Buy	+5,975	New	+$1.08M	1.01%	31

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

Disciplined Investors's RSP Position: Q2 2026 in Review

Disciplined Investors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.1% in Q2 2026, selling an estimated $59.8K and leaving 4,483 shares worth $954K. The position accounts for 0.48% of the portfolio, ranked #53.

Disciplined Investors first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q4 2024. 2,316 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Disciplined Investors held 4,483 shares of Invesco S&P 500 Equal Weight ETF worth $954K as of Q2 2026.
Disciplined Investors sold 292 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $59.8K.
Invesco S&P 500 Equal Weight ETF made up 0.48% of Disciplined Investors's portfolio in Q2 2026, its #53 holding.
Disciplined Investors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
Disciplined Investors's Invesco S&P 500 Equal Weight ETF position peaked at $1.04M in Q4 2024.
2,316 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.