Fort Sheridan Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Fort Sheridan Advisors’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	$3.8M	Buy	17,874 +691	+4%	+$141K	0.41%	49
2026 Q1	$3.3M	Buy	+17,183	New	+$3.41M	0.4%	48
2022 Q1	–	Sell	-1,941	Closed	-$316K	–	200
2021 Q4	$316K	Buy	1,941 +309	+19%	+$48.8K	0.09%	145
2021 Q3	$245K	Sell	1,632 -250	-13%	-$38.3K	0.08%	156
2021 Q2	$284K	Buy	1,882 +40	+2%	+$5.96K	0.09%	141
2021 Q1	$261K	Buy	+1,842	New	+$249K	0.1%	127

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

Fort Sheridan Advisors's RSP Position: Q2 2026 in Review

Fort Sheridan Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4% in Q2 2026, buying an estimated $141K and bringing the position to 17,874 shares worth $3.8M. The position accounts for 0.41% of the portfolio, ranked #49.

Fort Sheridan Advisors first reported a position in RSP in Q1 2021 and has held it in 6 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Fort Sheridan Advisors held 17,874 shares of Invesco S&P 500 Equal Weight ETF worth $3.8M as of Q2 2026.
Fort Sheridan Advisors bought 691 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $141K.
Invesco S&P 500 Equal Weight ETF made up 0.41% of Fort Sheridan Advisors's portfolio in Q2 2026, its #49 holding.
Fort Sheridan Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and has held it in 6 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.