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

Family 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	$326K	Sell	1,531 -63,251	-98%	-$12.9M	0.03%	211
2026 Q1	$12.4M	Buy	64,782 +63,975	+7,928%	+$12.7M	1.49%	16
2025 Q4	$155K	Buy	+807	New	+$153K	0.02%	240
2024 Q3	–	Sell	-1,204	Closed	-$198K	–	202
2024 Q2	$198K	Sell	1,204 -462	-28%	-$76K	0.03%	144
2024 Q1	$282K	Buy	1,666 +182	+12%	+$29.2K	0.05%	120
2023 Q4	$234K	Buy	+1,484	New	+$216K	0.05%	123

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

Family Management's RSP Position: Q2 2026 in Review

Family Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 98% in Q2 2026, selling an estimated $12.9M and leaving 1,531 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #211.

Family Management first reported a position in RSP in Q4 2023 and has held it in 6 quarters since. The position peaked at $12.4M in Q1 2026. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Family Management held 1,531 shares of Invesco S&P 500 Equal Weight ETF worth $326K as of Q2 2026.
Family Management sold 63,251 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $12.9M.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Family Management's portfolio in Q2 2026, its #211 holding.
Family Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 6 quarters since.
Family Management's Invesco S&P 500 Equal Weight ETF position peaked at $12.4M in Q1 2026.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.