Ethos Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Ethos Financial Group’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	$14.6M	Sell	67,809 -13,089	-16%	-$2.68M	0.98%	17
2026 Q1	$15.5M	Buy	80,898 +817	+1%	+$162K	1.13%	18
2025 Q4	$15.3M	Buy	80,081 +2,536	+3%	+$481K	1.13%	18
2025 Q3	$14.7M	Sell	77,545 -556	-0.7%	-$104K	1.15%	19
2025 Q2	$14.2M	Buy	78,101 +8,792	+13%	+$1.52M	1.22%	18
2025 Q1	$12.1M	Hold	69,309	–	–	1.16%	19
2024 Q4	$12.1M	Buy	69,309 +40,400	+140%	+$7.3M	1.58%	15
2024 Q3	$5.18M	Buy	28,909 +1,711	+6%	+$292K	0.85%	34
2024 Q2	$4.47M	Buy	27,198 +2,482	+10%	+$408K	0.79%	35
2024 Q1	$4.24M	Buy	24,716 +3,647	+17%	+$586K	0.8%	37
2023 Q4	$3.33M	Buy	21,069 +3,538	+20%	+$514K	0.71%	38
2023 Q3	$2.48M	Buy	17,531 +4,734	+37%	+$707K	0.64%	42
2023 Q2	$1.85M	Hold	12,797	–	–	0.63%	37
2023 Q1	$1.85M	Buy	12,797 +2,856	+29%	+$418K	0.58%	39
2022 Q4	$1.4M	Buy	+9,941	New	+$1.39M	0.48%	40

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

Ethos Financial Group's RSP Position: Q2 2026 in Review

Ethos Financial Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 16% in Q2 2026, selling an estimated $2.68M and leaving 67,809 shares worth $14.6M. The position accounts for 0.98% of the portfolio, ranked #17.

Ethos Financial Group first reported a position in RSP in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.5M in Q1 2026. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Ethos Financial Group held 67,809 shares of Invesco S&P 500 Equal Weight ETF worth $14.6M as of Q2 2026.
Ethos Financial Group sold 13,089 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.68M.
Invesco S&P 500 Equal Weight ETF made up 0.98% of Ethos Financial Group's portfolio in Q2 2026, its #17 holding.
Ethos Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
Ethos Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $15.5M in Q1 2026.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.