Galvin Gaustad & Stein’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Galvin Gaustad & Stein’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	$542K	Sell	2,548 -14	-0.5%	-$2.87K	0.04%	174
2026 Q1	$492K	Buy	2,562 +24	+0.9%	+$4.76K	0.04%	171
2025 Q4	$486K	Buy	2,538 +815	+47%	+$155K	0.04%	167
2025 Q3	$327K	Buy	1,723 +5	+0.3%	+$932	0.03%	163
2025 Q2	$312K	Buy	1,718 +5	+0.3%	+$863	0.03%	159
2025 Q1	$297K	Buy	1,713 +5	+0.3%	+$889	0.03%	158
2024 Q4	$299K	Buy	1,708 +4	+0.2%	+$723	0.03%	155
2024 Q3	$305K	Sell	1,704 -1,227	-42%	-$210K	0.03%	148
2024 Q2	$482K	Sell	2,931 -143	-5%	-$23.5K	0.04%	127
2024 Q1	$521K	Buy	3,074 +558	+22%	+$89.6K	0.05%	126
2023 Q4	$397K	Buy	2,516 +8	+0.3%	+$1.16K	0.04%	138
2023 Q3	$355K	Buy	2,508 +338	+16%	+$50.5K	0.04%	140
2023 Q2	$325K	Buy	+2,170	New	+$313K	0.03%	140
2021 Q3	–	Sell	-1,547	Closed	-$233K	–	190
2021 Q2	$233K	Hold	1,547	–	–	0.02%	177
2021 Q1	$219K	Buy	+1,547	New	+$209K	0.02%	181

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

Galvin Gaustad & Stein's RSP Position: Q2 2026 in Review

Galvin Gaustad & Stein reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.55% in Q2 2026, selling an estimated $2.87K and leaving 2,548 shares worth $542K. The position accounts for 0.04% of the portfolio, ranked #174.

Galvin Gaustad & Stein first reported a position in RSP in Q1 2021 and has held it in 15 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Galvin Gaustad & Stein held 2,548 shares of Invesco S&P 500 Equal Weight ETF worth $542K as of Q2 2026.
Galvin Gaustad & Stein sold 14 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.87K.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #174 holding.
Galvin Gaustad & Stein first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and has held it in 15 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.