Foundations Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Foundations Investment 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	$4.82M	Sell	22,638 -12,762	-36%	-$2.61M	0.05%	255
2026 Q1	$6.79M	Buy	35,400 +3,054	+9%	+$605K	0.08%	186
2025 Q4	$6.2M	Sell	32,346 -3,513	-10%	-$667K	0.08%	190
2025 Q3	$6.8M	Sell	35,859 -3,225	-8%	-$601K	0.1%	168
2025 Q2	$7.1M	Buy	39,084 +15,537	+66%	+$2.68M	0.11%	161
2025 Q1	$4.08M	Buy	23,547 +1,571	+7%	+$279K	0.08%	219
2024 Q4	$3.85M	Buy	21,976 +2,942	+15%	+$532K	0.07%	213
2024 Q3	$3.41M	Buy	19,034 +15,432	+428%	+$2.64M	0.07%	212
2024 Q2	$592K	Sell	3,602 -244	-6%	-$40.1K	0.01%	461
2024 Q1	$651K	Buy	3,846 +1,047	+37%	+$168K	0.02%	408
2023 Q4	$443K	Buy	+2,799	New	+$407K	0.01%	463
2023 Q2	–	Sell	-9,385	Closed	-$1.36M	–	612
2023 Q1	$1.36M	Buy	+9,385	New	+$1.37M	0.05%	200
2020 Q3	–	Sell	-3,276	Closed	-$339K	–	181
2020 Q2	$339K	Buy	+3,276	New	+$316K	0.03%	124

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

Foundations Investment Advisors's RSP Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 36% in Q2 2026, selling an estimated $2.61M and leaving 22,638 shares worth $4.82M. The position accounts for 0.05% of the portfolio, ranked #255.

Foundations Investment Advisors first reported a position in RSP in Q2 2020 and has held it in 13 quarters since. The position peaked at $7.1M in Q2 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Foundations Investment Advisors held 22,638 shares of Invesco S&P 500 Equal Weight ETF worth $4.82M as of Q2 2026.
Foundations Investment Advisors sold 12,762 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.61M.
Invesco S&P 500 Equal Weight ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #255 holding.
Foundations Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2020 and has held it in 13 quarters since.
Foundations Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $7.1M in Q2 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.