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

Dodds Wealth’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	$2.5M	Buy	11,761 +1	+0%	+$205	0.56%	17
2026 Q1	$2.26M	Buy	11,760 +1	+0%	+$198	0.55%	17
2025 Q4	$2.25M	Hold	11,759	–	–	0.55%	17
2025 Q3	$2.23M	Buy	11,759 +1	+0%	+$186	0.55%	16
2025 Q2	$2.14M	Hold	11,758	–	–	0.57%	16
2025 Q1	$2.04M	Sell	11,758 -69	-0.6%	-$12.3K	0.66%	18
2024 Q4	$2.15M	Buy	11,827 +69	+0.6%	+$12.5K	0.69%	19
2024 Q3	$2.09M	Sell	11,758 -1,850	-14%	-$316K	0.7%	19
2024 Q2	$2.23M	Buy	13,608 +1	+0%	+$164	0.87%	17
2024 Q1	$2.3M	Buy	13,607 +3,651	+37%	+$586K	0.94%	16
2023 Q4	$1.57M	Buy	+9,956	New	+$1.45M	0.81%	20

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

Dodds Wealth's RSP Position: Q2 2026 in Review

Dodds Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.01% in Q2 2026, buying an estimated $205 and bringing the position to 11,761 shares worth $2.5M. The position accounts for 0.56% of the portfolio, ranked #17.

Dodds Wealth first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. 2,301 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Dodds Wealth held 11,761 shares of Invesco S&P 500 Equal Weight ETF worth $2.5M as of Q2 2026.
Dodds Wealth bought 1 Invesco S&P 500 Equal Weight ETF share in Q2 2026, an estimated $205.
Invesco S&P 500 Equal Weight ETF made up 0.56% of Dodds Wealth's portfolio in Q2 2026, its #17 holding.
Dodds Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
2,301 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.