Fortitude Family Office’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Fortitude Family Office’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	$473K	Hold	2,221	–	–	0.09%	95
2026 Q1	$426K	Sell	2,221 -27	-1%	-$5.35K	0.1%	95
2025 Q4	$431K	Buy	2,248 +1,848	+462%	+$351K	0.1%	106
2025 Q3	$75.9K	Buy	+400	New	+$74.5K	0.02%	204
2025 Q2	–	Sell	-619	Closed	-$107K	–	2118
2025 Q1	$107K	Buy	619 +3	+0.5%	+$533	0.04%	152
2024 Q4	$108K	Buy	616 +2	+0.3%	+$362	0.04%	170
2024 Q3	$110K	Buy	+614	New	+$105K	0.04%	150

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

Fortitude Family Office's RSP Position: Q2 2026 in Review

Fortitude Family Office held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 2,221 shares worth $473K. The position accounts for 0.09% of the portfolio, ranked #95.

Fortitude Family Office first reported a position in RSP in Q3 2024 and has held it in 7 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Fortitude Family Office held 2,221 shares of Invesco S&P 500 Equal Weight ETF worth $473K as of Q2 2026.
Fortitude Family Office left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.09% of Fortitude Family Office's portfolio in Q2 2026, its #95 holding.
Fortitude Family Office first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 7 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.