Ehrenkranz Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Ehrenkranz Partners’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	$7.61M	Hold	35,785	–	–	4.4%	5
2026 Q1	$6.87M	Buy	35,785 +4,940	+16%	+$979K	5.43%	4
2025 Q4	$5.91M	Hold	30,845	–	–	6.69%	5
2025 Q3	$5.85M	Buy	+30,845	New	+$5.75M	5.13%	7

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

Ehrenkranz Partners's RSP Position: Q2 2026 in Review

Ehrenkranz Partners held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 35,785 shares worth $7.61M. The position accounts for 4.4% of the portfolio, ranked #5.

Ehrenkranz Partners first reported a position in RSP in Q3 2025 and has held it in 4 quarters since. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Ehrenkranz Partners held 35,785 shares of Invesco S&P 500 Equal Weight ETF worth $7.61M as of Q2 2026.
Ehrenkranz Partners left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 4.4% of Ehrenkranz Partners's portfolio in Q2 2026, its #5 holding.
Ehrenkranz Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and has held it in 4 quarters since.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Ehrenkranz Partners's 13F filing for Q2 2026, filed 14 Aug 2026.