Elevatus Welath Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Elevatus Welath 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	$418K	Buy	1,964 +305	+18%	+$62.4K	0.1%	143
2026 Q1	$318K	Buy	1,659 +6	+0.4%	+$1.19K	0.17%	102
2025 Q4	$317K	Buy	1,653 +6	+0.4%	+$1.14K	0.09%	115
2025 Q3	$313K	Buy	1,647 +305	+23%	+$56.8K	0.09%	95
2025 Q2	$244K	Buy	+1,342	New	+$232K	0.08%	98
2025 Q1	–	Sell	-2,859	Closed	-$501K	–	118
2024 Q4	$501K	Sell	2,859 -1,125	-28%	-$203K	0.17%	57
2024 Q3	$714K	Sell	3,984 -2,864	-42%	-$489K	0.23%	47
2024 Q2	$1.13M	Buy	+6,848	New	+$1.13M	0.42%	49

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

Elevatus Welath Management's RSP Position: Q2 2026 in Review

Elevatus Welath Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 18% in Q2 2026, buying an estimated $62.4K and bringing the position to 1,964 shares worth $418K. The position accounts for 0.1% of the portfolio, ranked #143.

Elevatus Welath Management first reported a position in RSP in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q2 2024. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Elevatus Welath Management held 1,964 shares of Invesco S&P 500 Equal Weight ETF worth $418K as of Q2 2026.
Elevatus Welath Management bought 305 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $62.4K.
Invesco S&P 500 Equal Weight ETF made up 0.1% of Elevatus Welath Management's portfolio in Q2 2026, its #143 holding.
Elevatus Welath Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 8 quarters since.
Elevatus Welath Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.13M in Q2 2024.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.