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

Fortress Financial Group’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	$4.28M	Sell	20,109 -29,536	-59%	-$6.04M	2.14%	8
2026 Q1	$9.53M	Sell	49,645 -236	-0.5%	-$46.8K	7.05%	4
2025 Q4	$9.56M	Buy	49,881 +1,810	+4%	+$344K	7.05%	4
2025 Q3	$9.12M	Buy	48,071 +1,423	+3%	+$265K	6.99%	4
2025 Q2	$8.48M	Buy	46,648 +6,086	+15%	+$1.05M	7.18%	3
2025 Q1	$7.03M	Buy	40,562 +2,438	+6%	+$434K	7.01%	4
2024 Q4	$6.68M	Buy	+38,124	New	+$6.89M	6.64%	4

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

Fortress Financial Group's RSP Position: Q2 2026 in Review

Fortress Financial Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 59% in Q2 2026, selling an estimated $6.04M and leaving 20,109 shares worth $4.28M. The position accounts for 2.14% of the portfolio, ranked #8.

Fortress Financial Group first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.56M in Q4 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Fortress Financial Group held 20,109 shares of Invesco S&P 500 Equal Weight ETF worth $4.28M as of Q2 2026.
Fortress Financial Group sold 29,536 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $6.04M.
Invesco S&P 500 Equal Weight ETF made up 2.14% of Fortress Financial Group's portfolio in Q2 2026, its #8 holding.
Fortress Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
Fortress Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $9.56M in Q4 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.