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

Financial Perspectives’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	$39.4K	Hold	185	–	–	0.01%	364
2026 Q1	$35.5K	Hold	185	–	–	0.01%	359
2025 Q4	$35.4K	Hold	185	–	–	0.01%	356
2025 Q3	$35.1K	Hold	185	–	–	0.01%	360
2025 Q2	$33.6K	Hold	185	–	–	0.01%	359
2025 Q1	$32K	Hold	185	–	–	0.01%	353
2024 Q4	$32.4K	Hold	185	–	–	0.01%	346
2024 Q3	$33.1K	Hold	185	–	–	0.01%	320
2024 Q2	$30.4K	Hold	185	–	–	0.01%	324
2024 Q1	$31.3K	Hold	185	–	–	0.01%	325
2023 Q4	$29.2K	Hold	185	–	–	0.01%	328
2023 Q3	$26.2K	Hold	185	–	–	0.01%	329
2023 Q2	$27.7K	Hold	185	–	–	0.01%	327
2023 Q1	$26.8K	Hold	185	–	–	0.01%	325
2022 Q4	$26.1K	Hold	185	–	–	0.01%	326
2022 Q3	$23.5K	Hold	185	–	–	0.01%	323
2022 Q2	$24.8K	Hold	185	–	–	0.01%	318
2022 Q1	$29.2K	Hold	185	–	–	0.01%	314
2021 Q4	$30.1K	Hold	185	–	–	0.01%	306
2021 Q3	$27.7K	Hold	185	–	–	0.01%	318
2021 Q2	$27.9K	Sell	185 -26,022	-99%	-$3.87M	0.01%	333
2021 Q1	$185K	Buy	26,207 +26,022	+14,066%	+$3.51M	0.01%	414
2020 Q4	$23.6K	Hold	185	–	–	0.01%	316
2020 Q3	$20K	Hold	185	–	–	0.01%	291
2020 Q2	$18.8K	Hold	185	–	–	0.01%	282
2020 Q1	$15.5K	Hold	185	–	–	0.01%	270
2019 Q4	$21.4K	Buy	+185	New	+$20.6K	0.01%	252

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 Perspectives's RSP Position: Q2 2026 in Review

Financial Perspectives held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 185 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #364.

Financial Perspectives first reported a position in RSP in Q4 2019 and has held it in 27 quarters since. The position peaked at $185K in Q1 2021. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Financial Perspectives held 185 shares of Invesco S&P 500 Equal Weight ETF worth $39.4K as of Q2 2026.
Financial Perspectives left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #364 holding.
Financial Perspectives first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Invesco S&P 500 Equal Weight ETF position peaked at $185K in Q1 2021.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.