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

Elmwood 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	$1.29M	Sell	6,050 -389	-6%	-$79.6K	0.32%	75
2026 Q1	$1.24M	Buy	6,439 +194	+3%	+$38.4K	0.34%	74
2025 Q4	$1.2M	Buy	6,245 +1,629	+35%	+$309K	0.38%	72
2025 Q3	$876K	Hold	4,616	–	–	0.31%	82
2025 Q2	$839K	Hold	4,616	–	–	0.33%	79
2025 Q1	$800K	Buy	4,616 +6	+0.1%	+$1.07K	0.33%	82
2024 Q4	$808K	Sell	4,610 -640	-12%	-$116K	0.33%	82
2024 Q3	$941K	Sell	5,250 -79	-1%	-$13.5K	0.39%	80
2024 Q2	$875K	Sell	5,329 -21	-0.4%	-$3.45K	0.39%	79
2024 Q1	$906K	Buy	5,350 +2,948	+123%	+$473K	0.39%	82
2023 Q4	$379K	Sell	2,402 -2,937	-55%	-$427K	0.27%	84
2023 Q3	$756K	Buy	5,339 +22	+0.4%	+$3.29K	0.36%	83
2023 Q2	$796K	Sell	5,317 -598	-10%	-$86.1K	0.37%	81
2023 Q1	$855K	Sell	5,915 -202	-3%	-$29.6K	0.4%	77
2022 Q4	$864K	Buy	6,117 +185	+3%	+$25.9K	0.43%	78
2022 Q3	$755K	Sell	5,932 -25	-0.4%	-$3.53K	0.38%	78
2022 Q2	$800K	Sell	5,957 -100	-2%	-$14.6K	0.45%	74
2022 Q1	$955K	Hold	6,057	–	–	0.49%	72
2021 Q4	$986K	Buy	+6,057	New	+$957K	0.47%	68
2021 Q2	$921K	Hold	6,107	–	–	0.49%	70
2021 Q1	$865K	Buy	+6,107	New	+$824K	0.53%	66
2020 Q3	$596K	Hold	5,857	–	–	0.48%	67
2020 Q2	$596K	Sell	5,857 -8,788	-60%	-$848K	0.48%	67
2020 Q1	$1.46M	Buy	14,645 +5,709	+64%	+$607K	1.39%	20
2019 Q4	$1.03M	Sell	8,936 -50	-0.6%	-$5.55K	0.9%	47
2019 Q3	$971K	Sell	8,986 -235	-3%	-$25.2K	0.98%	44
2019 Q2	$994K	Sell	9,221 -1,175	-11%	-$124K	0.88%	49
2019 Q1	$1.09M	Sell	10,396 -2,330	-18%	-$235K	1%	39
2018 Q4	$1.16M	Sell	12,726 -99	-0.8%	-$9.81K	1.12%	27
2018 Q3	$1.37M	Sell	12,825 -820	-6%	-$86.7K	1.14%	29
2018 Q2	$1.39M	Sell	13,645 -1,000	-7%	-$101K	1.26%	25
2018 Q1	$1.46M	Buy	+14,645	New	+$1.5M	1.39%	20

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Elmwood Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6% in Q2 2026, selling an estimated $79.6K and leaving 6,050 shares worth $1.29M. The position accounts for 0.32% of the portfolio, ranked #75.

Elmwood Wealth Management first reported a position in RSP in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.46M in Q1 2020. 1,084 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Elmwood Wealth Management held 6,050 shares of Invesco S&P 500 Equal Weight ETF worth $1.29M as of Q2 2026.
Elmwood Wealth Management sold 389 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $79.6K.
Invesco S&P 500 Equal Weight ETF made up 0.32% of Elmwood Wealth Management's portfolio in Q2 2026, its #75 holding.
Elmwood Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2018 and has held it in 32 quarters since.
Elmwood Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.46M in Q1 2020.
1,084 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.