Focus Partners Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Focus Partners Wealth’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	$337M	Sell	1,584,018 -30,146	-2%	-$6.17M	0.35%	57
2026 Q1	$310M	Sell	1,614,164 -260,121	-14%	-$51.5M	0.34%	65
2025 Q4	$359M	Buy	1,874,285 +577,151	+44%	+$110M	0.41%	47
2025 Q3	$246M	Buy	1,297,134 +150,899	+13%	+$28.1M	0.4%	54
2025 Q2	$208M	Buy	1,146,235 +111,688	+11%	+$19.3M	0.45%	44
2025 Q1	$179M	Sell	1,034,547 -176,432	-15%	-$31.4M	0.45%	46
2024 Q4	$212M	Buy	1,210,979 +490,071	+68%	+$88.6M	0.55%	35
2024 Q3	$129M	Sell	720,908 -65,976	-8%	-$11.3M	0.41%	50
2024 Q2	$129M	Buy	786,884 +478,039	+155%	+$78.6M	0.44%	53
2024 Q1	$52.3M	Buy	308,845 +53,078	+21%	+$8.52M	0.42%	54
2023 Q4	$40.4M	Buy	+255,767	New	+$37.2M	0.53%	41

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

Focus Partners Wealth's RSP Position: Q2 2026 in Review

Focus Partners Wealth reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.9% in Q2 2026, selling an estimated $6.17M and leaving 1,584,018 shares worth $337M. The position accounts for 0.35% of the portfolio, ranked #57.

Focus Partners Wealth first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $359M in Q4 2025. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Focus Partners Wealth held 1,584,018 shares of Invesco S&P 500 Equal Weight ETF worth $337M as of Q2 2026.
Focus Partners Wealth sold 30,146 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $6.17M.
Invesco S&P 500 Equal Weight ETF made up 0.35% of Focus Partners Wealth's portfolio in Q2 2026, its #57 holding.
Focus Partners Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $359M in Q4 2025.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.