FourThought Financial Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

FourThought Financial Partners’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	$729K	Sell	3,425 -245	-7%	-$50.1K	0.06%	171
2026 Q1	$704K	Buy	3,670 +156	+4%	+$30.9K	0.06%	160
2025 Q4	$673K	Buy	3,514 +717	+26%	+$136K	0.06%	175
2025 Q3	$531K	Sell	2,797 -138	-5%	-$25.7K	0.05%	186
2025 Q2	$533K	Buy	2,935 +6	+0.2%	+$1.04K	0.05%	178
2025 Q1	$507K	Buy	2,929 +3	+0.1%	+$533	0.05%	182
2024 Q4	$513K	Buy	+2,926	New	+$529K	0.05%	189
2024 Q2	–	Sell	-2,389	Closed	-$405K	–	300
2024 Q1	$405K	Sell	2,389 -518	-18%	-$83.2K	0.05%	217
2023 Q4	$459K	Sell	2,907 -854	-23%	-$124K	0.06%	204
2023 Q3	$533K	Sell	3,761 -3,716	-50%	-$555K	0.07%	178
2023 Q2	$1.12M	Sell	7,477 -89	-1%	-$12.8K	0.15%	111
2023 Q1	$1.09M	Sell	7,566 -140	-2%	-$20.5K	0.15%	117
2022 Q4	$1.09M	Buy	+7,706	New	+$1.08M	0.16%	116

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

FourThought Financial Partners's RSP Position: Q2 2026 in Review

FourThought Financial Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.7% in Q2 2026, selling an estimated $50.1K and leaving 3,425 shares worth $729K. The position accounts for 0.06% of the portfolio, ranked #171.

FourThought Financial Partners first reported a position in RSP in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.12M in Q2 2023. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

FourThought Financial Partners held 3,425 shares of Invesco S&P 500 Equal Weight ETF worth $729K as of Q2 2026.
FourThought Financial Partners sold 245 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $50.1K.
Invesco S&P 500 Equal Weight ETF made up 0.06% of FourThought Financial Partners's portfolio in Q2 2026, its #171 holding.
FourThought Financial Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 13 quarters since.
FourThought Financial Partners's Invesco S&P 500 Equal Weight ETF position peaked at $1.12M in Q2 2023.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.