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

Dynasty 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	$37.8M	Buy	177,799 +757	+0.4%	+$155K	0.28%	49
2026 Q1	$34M	Sell	177,042 -103,532	-37%	-$20.5M	0.3%	49
2025 Q4	$53.7M	Buy	280,574 +116,066	+71%	+$22M	0.53%	37
2025 Q3	$31.2M	Sell	164,508 -42,309	-20%	-$7.88M	0.42%	41
2025 Q2	$37.6M	Sell	206,817 -321,460	-61%	-$55.5M	0.64%	35
2025 Q1	$42.3M	Buy	528,277 +308,086	+140%	+$54.8M	0.7%	34
2024 Q4	$38.6M	Sell	220,191 -17,283	-7%	-$3.12M	0.67%	33
2024 Q3	$42.5M	Buy	+237,474	New	+$40.6M	1.29%	17

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

Dynasty Wealth Management's RSP Position: Q2 2026 in Review

Dynasty Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.43% in Q2 2026, buying an estimated $155K and bringing the position to 177,799 shares worth $37.8M. The position accounts for 0.28% of the portfolio, ranked #49.

Dynasty Wealth Management first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. The position peaked at $53.7M in Q4 2025. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Dynasty Wealth Management held 177,799 shares of Invesco S&P 500 Equal Weight ETF worth $37.8M as of Q2 2026.
Dynasty Wealth Management bought 757 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $155K.
Invesco S&P 500 Equal Weight ETF made up 0.28% of Dynasty Wealth Management's portfolio in Q2 2026, its #49 holding.
Dynasty Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
Dynasty Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $53.7M in Q4 2025.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.