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

Empirical 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	$1.74M	Hold	8,198	–	–	0.03%	295
2026 Q1	$1.57M	Sell	8,198 -504	-6%	-$99.9K	0.03%	280
2025 Q4	$1.67M	Sell	8,702 -50	-0.6%	-$9.49K	0.03%	267
2025 Q3	$1.66M	Buy	8,752 +50	+0.6%	+$9.32K	0.03%	265
2025 Q2	$1.58M	Sell	8,702 -361	-4%	-$62.3K	0.04%	258
2025 Q1	$1.57M	Buy	9,063 +2,786	+44%	+$495K	0.04%	243
2024 Q4	$1.1M	Buy	6,277 +30	+0.5%	+$5.42K	0.03%	269
2024 Q3	$1.12M	Buy	6,247 +320	+5%	+$54.7K	0.03%	255
2024 Q2	$974K	Sell	5,927 -229	-4%	-$37.7K	0.03%	265
2024 Q1	$1.04M	Sell	6,156 -1,726	-22%	-$277K	0.03%	255
2023 Q4	$1.24M	Sell	7,882 -611	-7%	-$88.8K	0.04%	219
2023 Q3	$1.2M	Buy	8,493 +427	+5%	+$63.8K	0.05%	209
2023 Q2	$1.21M	Buy	8,066 +259	+3%	+$37.3K	0.05%	208
2023 Q1	$1.13M	Buy	7,807 +1,042	+15%	+$153K	0.05%	200
2022 Q4	$956K	Sell	6,765 -555	-8%	-$77.6K	0.05%	215
2022 Q3	$932K	Sell	7,320 -1,804	-20%	-$254K	0.05%	204
2022 Q2	$1.23M	Buy	9,124 +3,270	+56%	+$478K	0.06%	176
2022 Q1	$923K	Sell	5,854 -171	-3%	-$26.7K	0.05%	230
2021 Q4	$981K	Buy	6,025 +21	+0.3%	+$3.32K	0.05%	222
2021 Q3	$900K	Buy	6,004 +2,764	+85%	+$423K	0.05%	213
2021 Q2	$488K	Buy	3,240 +1,036	+47%	+$154K	0.03%	302
2021 Q1	$312K	Buy	2,204 +1	+0%	+$135	0.03%	318
2020 Q4	$281K	Buy	2,203 +2	+0.1%	+$238	0.02%	307
2020 Q3	$238K	Buy	+2,201	New	+$238K	0.02%	304
2020 Q1	–	Sell	-3,297	Closed	-$382K	–	354
2019 Q4	$382K	Sell	3,297 -582	-15%	-$64.7K	0.04%	222
2019 Q3	$419K	Buy	+3,879	New	+$416K	0.05%	193
2017 Q1	–	Sell	-3,120	Closed	-$270K	–	136
2016 Q4	$270K	Hold	3,120	–	–	0.07%	108
2016 Q3	$261K	Buy	3,120 +355	+13%	+$29.5K	0.07%	98
2016 Q2	$222K	Buy	+2,765	New	+$220K	0.06%	103
2015 Q3	–	Sell	-2,671	Closed	-$213K	–	119
2015 Q2	$213K	Hold	2,671	–	–	0.05%	111
2015 Q1	$216K	Hold	2,671	–	–	0.05%	96
2014 Q4	$214K	Sell	2,671 -140	-5%	-$10.9K	0.05%	98
2014 Q3	$213K	Buy	2,811 +140	+5%	+$10.7K	0.05%	99
2014 Q2	$205K	Buy	+2,671	New	+$198K	0.05%	100

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

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 $43.3B AUM 29.3% 1-Year Est. Return

KAS

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

Empirical Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 8,198 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #295.

Empirical Wealth Management first reported a position in RSP in Q2 2014 and has held it in 34 quarters since. 1,022 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Empirical Wealth Management held 8,198 shares of Invesco S&P 500 Equal Weight ETF worth $1.74M as of Q2 2026.
Empirical Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #295 holding.
Empirical Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2014 and has held it in 34 quarters since.
1,022 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.