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

EPG 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	$158K	Buy	742 +99	+15%	+$20.3K	0.04%	184
2026 Q1	$123K	Sell	643 -399	-38%	-$79.1K	0.03%	194
2025 Q4	$200K	Buy	1,042 +402	+63%	+$76.3K	0.05%	185
2025 Q3	$121K	Sell	640 -131	-17%	-$24.4K	0.03%	196
2025 Q2	$140K	Sell	771 -5,971	-89%	-$1.03M	0.04%	192
2025 Q1	$1.17M	Sell	6,742 -3,392	-33%	-$603K	0.33%	88
2024 Q4	$1.78M	Sell	10,134 -86	-0.8%	-$15.5K	0.47%	53
2024 Q3	$1.83M	Buy	+10,220	New	+$1.75M	0.46%	56
2024 Q2	–	Sell	-12,142	Closed	-$2M	–	55
2024 Q1	$2.06M	Buy	12,142 +107	+0.9%	+$17.2K	0.5%	48
2023 Q4	$1.89M	Buy	12,035 +706	+6%	+$103K	0.5%	48
2023 Q3	$1.61M	Buy	11,329 +406	+4%	+$60.6K	0.48%	47
2023 Q2	$1.63M	Sell	10,923 -311	-3%	-$44.8K	0.48%	49
2023 Q1	$1.62M	Buy	11,234 +1,053	+10%	+$154K	0.51%	46
2022 Q4	$1.44M	Buy	10,181 +1,753	+21%	+$245K	0.55%	37
2022 Q3	$1.07M	Buy	8,428 +1,800	+27%	+$254K	0.44%	53
2022 Q2	$890K	Buy	6,628 +1,814	+38%	+$265K	0.38%	62
2022 Q1	$759K	Buy	4,814 +4,614	+2,307%	+$719K	0.26%	77
2021 Q4	$33K	Sell	200 -100	-33%	-$15.8K	0.01%	312
2021 Q3	$45K	Buy	+300	New	+$45.9K	0.02%	279
2020 Q1	–	Sell	-1,562	Closed	-$181K	–	852
2019 Q4	$181K	Buy	+1,562	New	+$174K	0.13%	106

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

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

EPG Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 15% in Q2 2026, buying an estimated $20.3K and bringing the position to 742 shares worth $158K. The position accounts for 0.04% of the portfolio, ranked #184.

EPG Wealth Management first reported a position in RSP in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.06M in Q1 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

EPG Wealth Management held 742 shares of Invesco S&P 500 Equal Weight ETF worth $158K as of Q2 2026.
EPG Wealth Management bought 99 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $20.3K.
Invesco S&P 500 Equal Weight ETF made up 0.04% of EPG Wealth Management's portfolio in Q2 2026, its #184 holding.
EPG Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 20 quarters since.
EPG Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $2.06M in Q1 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.