Forvis Mazars Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Forvis Mazars Wealth 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	$16.9M	Sell	79,265 -2,517	-3%	-$515K	0.28%	46
2026 Q1	$15.7M	Sell	81,782 -3,427	-4%	-$679K	0.3%	44
2025 Q4	$16.3M	Sell	85,209 -4,100	-5%	-$778K	0.31%	42
2025 Q3	$16.9M	Sell	89,309 -7,662	-8%	-$1.43M	0.34%	41
2025 Q2	$17.6M	Sell	96,971 -9,134	-9%	-$1.58M	0.38%	40
2025 Q1	$18.4M	Sell	106,105 -8,005	-7%	-$1.42M	0.44%	39
2024 Q4	$20M	Sell	114,110 -17,223	-13%	-$3.11M	0.46%	37
2024 Q3	$23.5M	Sell	131,333 -15,733	-11%	-$2.69M	0.54%	32
2024 Q2	$24.2M	Sell	147,066 -7,953	-5%	-$1.31M	0.6%	30
2024 Q1	$26.3M	Sell	155,019 -114,335	-42%	-$18.4M	0.67%	28
2023 Q4	$42.5M	Buy	269,354 +16,760	+7%	+$2.43M	1.18%	19
2023 Q3	$35.8M	Buy	252,594 +149,941	+146%	+$22.4M	1.08%	20
2023 Q2	$15.4M	Buy	102,653 +100,828	+5,525%	+$14.5M	0.45%	38
2023 Q1	$264K	Buy	1,825 +200	+12%	+$29.3K	0.01%	357
2022 Q4	$230K	Buy	+1,625	New	+$227K	0.01%	360
2022 Q3	–	Sell	-1,497	Closed	-$201K	–	396
2022 Q2	$201K	Buy	+1,497	New	+$219K	0.01%	381
2022 Q1	–	Sell	-1,310	Closed	-$213K	–	307
2021 Q4	$213K	Buy	+1,310	New	+$207K	0.01%	277

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

Forvis Mazars Wealth Advisors's RSP Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.1% in Q2 2026, selling an estimated $515K and leaving 79,265 shares worth $16.9M. The position accounts for 0.28% of the portfolio, ranked #46.

Forvis Mazars Wealth Advisors first reported a position in RSP in Q4 2021 and has held it in 17 quarters since. The position peaked at $42.5M in Q4 2023. 2,318 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Forvis Mazars Wealth Advisors held 79,265 shares of Invesco S&P 500 Equal Weight ETF worth $16.9M as of Q2 2026.
Forvis Mazars Wealth Advisors sold 2,517 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $515K.
Invesco S&P 500 Equal Weight ETF made up 0.28% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Forvis Mazars Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 17 quarters since.
Forvis Mazars Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $42.5M in Q4 2023.
2,318 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.