Forum Financial Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Forum Financial Management’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	$1.08M	Sell	5,076 -1,259	-20%	-$258K	0.01%	126
2026 Q1	$1.22M	Buy	6,335 +69	+1%	+$13.7K	0.02%	109
2025 Q4	$1.2M	Buy	6,266 +96	+2%	+$18.2K	0.02%	213
2025 Q3	$1.17M	Buy	6,170 +625	+11%	+$116K	0.02%	211
2025 Q2	$1.01M	Buy	5,545 +76	+1%	+$13.1K	0.02%	212
2025 Q1	$947K	Buy	5,469 +1,102	+25%	+$196K	0.02%	218
2024 Q4	$765K	Buy	4,367 +258	+6%	+$46.6K	0.01%	257
2024 Q3	$736K	Buy	4,109 +543	+15%	+$92.8K	0.01%	235
2024 Q2	$586K	Buy	3,566 +19	+0.5%	+$3.13K	0.01%	265
2024 Q1	$601K	Buy	3,547 +65	+2%	+$10.4K	0.01%	273
2023 Q4	$549K	Sell	3,482 -1,722	-33%	-$250K	0.01%	268
2023 Q3	$737K	Buy	5,204 +16	+0.3%	+$2.39K	0.02%	202
2023 Q2	$776K	Sell	5,188 -34	-0.7%	-$4.9K	0.02%	195
2023 Q1	$755K	Sell	5,222 -26	-0.5%	-$3.81K	0.02%	182
2022 Q4	$741K	Sell	5,248 -33	-0.6%	-$4.62K	0.02%	183
2022 Q3	$672K	Buy	5,281 +51	+1%	+$7.19K	0.03%	166
2022 Q2	$702K	Sell	5,230 -56	-1%	-$8.19K	0.04%	170
2022 Q1	$833K	Hold	5,286	–	–	0.04%	154
2021 Q4	$860K	Buy	+5,286	New	+$835K	0.04%	147

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

Forum Financial Management's RSP Position: Q2 2026 in Review

Forum Financial Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 20% in Q2 2026, selling an estimated $258K and leaving 5,076 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #126.

Forum Financial Management first reported a position in RSP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q1 2026. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Forum Financial Management held 5,076 shares of Invesco S&P 500 Equal Weight ETF worth $1.08M as of Q2 2026.
Forum Financial Management sold 1,259 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $258K.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #126 holding.
Forum Financial Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
Forum Financial Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.22M in Q1 2026.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.