EW
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Evoke Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Evoke Wealth’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 		– Sell
-27,013
Closed -$5.18M – 510
2026
Q1 		$5.18M Buy
27,013
+2,160
+9% +$428K 0.09% 89
2025
Q4 		$4.76M Buy
24,853
+784
+3% +$149K 0.09% 99
2025
Q3 		$4.57M Buy
24,069
+625
+3% +$116K 0.09% 93
2025
Q2 		$4.26M Buy
23,444
+307
+1% +$53K 0.1% 91
2025
Q1 		$4.01M Buy
23,137
+16
+0.1% +$2.85K 0.1% 82
2024
Q4 		$4.05M Buy
23,121
+12,369
+115% +$2.24M 0.11% 82
2024
Q3 		$1.93M Buy
10,752
+7,448
+225% +$1.27M 0.05% 126
2024
Q2 		$543K Sell
3,304
-8,209
-71% -$1.35M 0.64% 32
2024
Q1 		$1.95M Buy
+11,513
New +$1.85M 0.06% 115
2023
Q4 		– Sell
-13,405
Closed -$1.9M – 295
2023
Q3 		$1.9M Buy
13,405
+10,017
+296% +$1.5M 0.07% 121
2023
Q2 		$507K Buy
+3,388
New +$488K 0.02% 216
2022
Q4 		– Sell
-72
Closed -$9K – 987
2022
Q3 		$9K Hold
72
– – ﹤0.01% 777
2022
Q2 		$10K Hold
72
– – ﹤0.01% 773
2022
Q1 		$11K Hold
72
– – ﹤0.01% 754
2021
Q4 		$12K Hold
72
– – ﹤0.01% 760
2021
Q3 		$10K Hold
72
– – ﹤0.01% 747
2021
Q2 		$11K Buy
+72
New +$10.7K ﹤0.01% 742
2019
Q4 		– Sell
-3,219
Closed -$348K – 1427
2019
Q3 		$348K Buy
+3,219
New +$345K 0.04% 182

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Evoke Wealth's RSP Position: Q2 2026 in Review

Evoke Wealth sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 27,013 shares — an estimated $5.18M sold.

Evoke Wealth first reported a position in RSP in Q3 2019 and held it in 18 quarters. The position peaked at $5.18M in Q1 2026. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Evoke Wealth reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 27,013 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $5.18M.
  • Evoke Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2019 and held it in 18 quarters.
  • Evoke Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $5.18M in Q1 2026.
  • 2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.