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

Financial Life Planners’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	$173K	Sell	815 -11	-1%	-$2.25K	0.11%	68
2026 Q1	$159K	Buy	+826	New	+$164K	0.12%	63
2025 Q4	–	Sell	-820	Closed	-$156K	–	270
2025 Q3	$156K	Buy	+820	New	+$153K	0.1%	66
2025 Q2	–	Sell	-1,025	Closed	-$177K	–	78
2025 Q1	$177K	Sell	1,025 -255	-20%	-$45.3K	0.17%	53
2024 Q4	$224K	Buy	+1,280	New	+$231K	0.19%	46

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

Financial Life Planners's RSP Position: Q2 2026 in Review

Financial Life Planners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.3% in Q2 2026, selling an estimated $2.25K and leaving 815 shares worth $173K. The position accounts for 0.11% of the portfolio, ranked #68.

Financial Life Planners first reported a position in RSP in Q4 2024 and has held it in 5 quarters since. The position peaked at $224K in Q4 2024. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Financial Life Planners held 815 shares of Invesco S&P 500 Equal Weight ETF worth $173K as of Q2 2026.
Financial Life Planners sold 11 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.25K.
Invesco S&P 500 Equal Weight ETF made up 0.11% of Financial Life Planners's portfolio in Q2 2026, its #68 holding.
Financial Life Planners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 5 quarters since.
Financial Life Planners's Invesco S&P 500 Equal Weight ETF position peaked at $224K in Q4 2024.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.