Diversify Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Diversify Wealth Management’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 +227,170	+377%	+$46.5M	1.03%	17
2026 Q1	$12.1M	Buy	60,267 +54,885	+1,020%	+$10.9M	0.22%	93
2025 Q4	$1.06M	Buy	5,382 +361	+7%	+$68.5K	0.05%	309
2025 Q3	$941K	Hold	5,021	–	–	0.05%	284
2025 Q2	$928K	Sell	5,021 -18	-0.4%	-$3.11K	0.06%	281
2025 Q1	$851K	Sell	5,039 -33	-0.7%	-$5.87K	0.06%	268
2024 Q4	$879K	Buy	+5,072	New	+$917K	0.07%	238

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 Wealth Management's RSP Position: Q2 2026 in Review

Diversify Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 377% in Q2 2026, buying an estimated $46.5M and bringing the position to 287,437 shares worth $61.9M. The position accounts for 1.03% of the portfolio, ranked #17.

Diversify Wealth Management first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Diversify Wealth Management held 287,437 shares of Invesco S&P 500 Equal Weight ETF worth $61.9M as of Q2 2026.
Diversify Wealth Management bought 227,170 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $46.5M.
Invesco S&P 500 Equal Weight ETF made up 1.03% of Diversify Wealth Management's portfolio in Q2 2026, its #17 holding.
Diversify Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.