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

Financial Counselors Inc’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 		$596K Hold
2,800
– – 0.82% 8
2026
Q1 		$537K Hold
2,800
– – 0.76% 9
2025
Q4 		$536K Hold
2,800
– – 0.74% 10
2025
Q3 		$531K Hold
2,800
– – 0.71% 12
2025
Q2 		$509K Sell
2,800
-7,886
-74% -$1.36M 0.72% 12
2025
Q1 		$1.85M Buy
10,686
+1,367
+15% +$243K 0.03% 277
2024
Q4 		$1.63M Buy
9,319
+502
+6% +$90.8K 0.02% 287
2024
Q3 		$1.58M Sell
8,817
-7
-0.1% -$1.2K 0.02% 293
2024
Q2 		$1.45M Buy
8,824
+85
+1% +$14K 0.02% 291
2024
Q1 		$1.48M Sell
8,739
-1,373
-14% -$220K 0.02% 291
2023
Q4 		$1.6M Sell
10,112
-1,225
-11% -$178K 0.03% 286
2023
Q3 		$1.61M Buy
11,337
+1,942
+21% +$290K 0.03% 280
2023
Q2 		$1.41M Sell
9,395
-200
-2% -$28.8K 0.03% 275
2023
Q1 		$1.39M Sell
9,595
-3,710
-28% -$543K 0.03% 282
2022
Q4 		$1.88M Buy
13,305
+5,928
+80% +$829K 0.04% 253
2022
Q3 		$939K Buy
7,377
+3,039
+70% +$429K 0.02% 297
2022
Q2 		$582K Buy
4,338
+200
+5% +$29.3K 0.01% 342
2022
Q1 		$653K Buy
4,138
+258
+7% +$40.2K 0.01% 339
2021
Q4 		$631K Buy
3,880
+1,123
+41% +$177K 0.01% 342
2021
Q3 		$413K Buy
2,757
+150
+6% +$23K 0.01% 395
2021
Q2 		$393K Buy
2,607
+1,175
+82% +$175K 0.01% 397
2021
Q1 		$203K Sell
1,432
-914
-39% -$123K ﹤0.01% 516
2020
Q4 		$299K Sell
2,346
-447
-16% -$53.2K 0.01% 437
2020
Q3 		$302K Sell
2,793
-2,707
-49% -$292K 0.01% 405
2020
Q2 		$560K Buy
+5,500
New +$530K 0.02% 349

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

Financial Counselors Inc's RSP Position: Q2 2026 in Review

Financial Counselors Inc held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 2,800 shares worth $596K. The position accounts for 0.82% of the portfolio, ranked #8.

Financial Counselors Inc first reported a position in RSP in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.88M in Q4 2022. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Financial Counselors Inc held 2,800 shares of Invesco S&P 500 Equal Weight ETF worth $596K as of Q2 2026.
  • Financial Counselors Inc left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.82% of Financial Counselors Inc's portfolio in Q2 2026, its #8 holding.
  • Financial Counselors Inc first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2020 and has held it in 25 quarters since.
  • Financial Counselors Inc's Invesco S&P 500 Equal Weight ETF position peaked at $1.88M in Q4 2022.
  • 2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Financial Counselors Inc's 13F filing for Q2 2026, filed 5 Aug 2026.