Fourth Dimension Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Fourth Dimension Wealth’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	$3.81M	Buy	17,915 +1,645	+10%	+$337K	1.21%	24
2026 Q1	$3.12M	Buy	16,270 +1,692	+12%	+$335K	1.18%	25
2025 Q4	$2.79M	Buy	14,578 +296	+2%	+$56.2K	1.02%	29
2025 Q3	$2.71M	Buy	14,282 +1,806	+14%	+$337K	1.03%	29
2025 Q2	$2.27M	Buy	12,476 +1,100	+10%	+$190K	0.96%	31
2025 Q1	$1.97M	Buy	11,376 +11,323	+21,364%	+$2.01M	0.95%	29
2024 Q4	$9.34K	Buy	+53	New	+$9.58K	﹤0.01%	430

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

Fourth Dimension Wealth's RSP Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 10% in Q2 2026, buying an estimated $337K and bringing the position to 17,915 shares worth $3.81M. The position accounts for 1.21% of the portfolio, ranked #24.

Fourth Dimension Wealth first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Fourth Dimension Wealth held 17,915 shares of Invesco S&P 500 Equal Weight ETF worth $3.81M as of Q2 2026.
Fourth Dimension Wealth bought 1,645 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $337K.
Invesco S&P 500 Equal Weight ETF made up 1.21% of Fourth Dimension Wealth's portfolio in Q2 2026, its #24 holding.
Fourth Dimension Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.