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

Forge Financial Services’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	$17.7M	Sell	83,129 -1,219	-1%	-$249K	1.52%	8
2026 Q1	$16.2M	Sell	84,348 -1,096	-1%	-$217K	1.64%	8
2025 Q4	$16.4M	Sell	85,444 -678	-0.8%	-$129K	7%	6
2025 Q3	$16.4M	Buy	86,122 +3,952	+5%	+$736K	7.69%	6
2025 Q2	$15M	Buy	82,170 +2,661	+3%	+$459K	11.23%	3
2025 Q1	$13.8M	Buy	79,509 +1,895	+2%	+$337K	12.16%	3
2024 Q4	$14M	Buy	+77,614	New	+$14M	11.79%	3

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

Forge Financial Services's RSP Position: Q2 2026 in Review

Forge Financial Services reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.4% in Q2 2026, selling an estimated $249K and leaving 83,129 shares worth $17.7M. The position accounts for 1.52% of the portfolio, ranked #8.

Forge Financial Services first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,301 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Forge Financial Services held 83,129 shares of Invesco S&P 500 Equal Weight ETF worth $17.7M as of Q2 2026.
Forge Financial Services sold 1,219 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $249K.
Invesco S&P 500 Equal Weight ETF made up 1.52% of Forge Financial Services's portfolio in Q2 2026, its #8 holding.
Forge Financial Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,301 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Forge Financial Services's 13F filing for Q2 2026, filed 7 Aug 2026.