Gateway Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Gateway Wealth 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	$7.36M	Sell	34,581 -30,132	-47%	-$6.17M	0.44%	62
2026 Q1	$12.4M	Buy	64,713 +24,315	+60%	+$4.82M	0.48%	49
2025 Q4	$7.74M	Buy	40,398 +2,881	+8%	+$547K	0.86%	28
2025 Q3	$7.12M	Buy	37,517 +4,973	+15%	+$927K	0.96%	24
2025 Q2	$5.91M	Sell	32,544 -286	-0.9%	-$49.4K	1.12%	20
2025 Q1	$5.69M	Buy	32,830 +1,140	+4%	+$203K	1.28%	14
2024 Q4	$5.55M	Buy	31,690 +2,785	+10%	+$504K	1.44%	12
2024 Q3	$5.18M	Buy	28,905 +2,027	+8%	+$346K	1.43%	13
2024 Q2	$4.42M	Buy	26,878 +6,036	+29%	+$993K	1.33%	14
2024 Q1	$3.53M	Buy	20,842 +19,520	+1,477%	+$3.13M	1.27%	19
2023 Q4	$209K	Sell	1,322 -586	-31%	-$85.1K	0.08%	216
2023 Q3	$270K	Buy	1,908 +82	+4%	+$12.2K	0.05%	205
2023 Q2	$273K	Buy	1,826 +13	+0.7%	+$1.87K	0.05%	194
2023 Q1	$262K	Buy	+1,813	New	+$265K	0.04%	179

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

Gateway Wealth Partners's RSP Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 47% in Q2 2026, selling an estimated $6.17M and leaving 34,581 shares worth $7.36M. The position accounts for 0.44% of the portfolio, ranked #62.

Gateway Wealth Partners first reported a position in RSP in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.4M in Q1 2026. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Gateway Wealth Partners held 34,581 shares of Invesco S&P 500 Equal Weight ETF worth $7.36M as of Q2 2026.
Gateway Wealth Partners sold 30,132 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $6.17M.
Invesco S&P 500 Equal Weight ETF made up 0.44% of Gateway Wealth Partners's portfolio in Q2 2026, its #62 holding.
Gateway Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 14 quarters since.
Gateway Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $12.4M in Q1 2026.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.