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

Farnam Financial’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	$2.63M	Buy	12,355 +454	+4%	+$92.9K	1.92%	19
2026 Q1	$2.28M	Buy	11,901 +2	+0%	+$396	1.88%	19
2025 Q4	$2.28M	Buy	11,899 +8,960	+305%	+$1.7M	1.72%	20
2025 Q3	$558K	Sell	2,939 -2	-0.1%	-$373	0.43%	37
2025 Q2	$534K	Buy	2,941 +8	+0.3%	+$1.38K	0.48%	34
2025 Q1	$508K	Hold	2,933	–	–	0.52%	34
2024 Q4	$514K	Hold	2,933	–	–	0.54%	31
2024 Q3	$525K	Buy	+2,933	New	+$501K	0.58%	30

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

Farnam Financial's RSP Position: Q2 2026 in Review

Farnam Financial increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.8% in Q2 2026, buying an estimated $92.9K and bringing the position to 12,355 shares worth $2.63M. The position accounts for 1.92% of the portfolio, ranked #19.

Farnam Financial first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Farnam Financial held 12,355 shares of Invesco S&P 500 Equal Weight ETF worth $2.63M as of Q2 2026.
Farnam Financial bought 454 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $92.9K.
Invesco S&P 500 Equal Weight ETF made up 1.92% of Farnam Financial's portfolio in Q2 2026, its #19 holding.
Farnam Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Farnam Financial's 13F filing for Q2 2026, filed 22 Jul 2026.