Diversify Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Diversify Advisory Services’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	$61.9M	Buy	+287,437	New	+$58.8M	1.03%	17
2026 Q1	–	Sell	-13,223	Closed	-$2.63M	–	712
2025 Q4	$2.63M	Sell	13,223 -30	-0.2%	-$5.7K	0.08%	184
2025 Q3	$2.48M	Sell	13,253 -1,460	-10%	-$272K	0.08%	180
2025 Q2	$2.72M	Sell	14,713 -11,865	-45%	-$2.05M	0.1%	146
2025 Q1	$4.49M	Buy	26,578 +2,069	+8%	+$368K	0.28%	64
2024 Q4	$4.25M	Sell	24,509 -8,448	-26%	-$1.53M	0.23%	61
2024 Q3	$5.92M	Buy	32,957 +3,917	+13%	+$669K	0.32%	57
2024 Q2	$4.75M	Buy	29,040 +9,182	+46%	+$1.51M	0.26%	72
2024 Q1	$3.34M	Buy	+19,858	New	+$3.19M	0.2%	108

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

Diversify Advisory Services's RSP Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 287,437 shares worth $61.9M. The stake represents 1.03% of the portfolio and ranks #17 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in RSP as recently as Q4 2025.

Diversify Advisory Services first reported a position in RSP in Q1 2024 and has held it in 9 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Diversify Advisory Services held 287,437 shares of Invesco S&P 500 Equal Weight ETF worth $61.9M as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Diversify Advisory Services position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 1.03% of Diversify Advisory Services's portfolio in Q2 2026, its #17 holding.
Diversify Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 9 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.