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

Gen-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	$1.09M	Hold	5,100	–	–	0.3%	71
2026 Q1	$979K	Sell	5,100 -10	-0.2%	-$1.98K	0.31%	66
2025 Q4	$979K	Hold	5,110	–	–	0.31%	64
2025 Q3	$969K	Hold	5,110	–	–	0.33%	73
2025 Q2	$929K	Buy	5,110 +14	+0.3%	+$2.42K	0.36%	76
2025 Q1	$883K	Buy	5,096 +3,072	+152%	+$546K	0.37%	69
2024 Q4	$355K	Hold	2,024	–	–	0.15%	148
2024 Q3	$361K	Hold	2,024	–	–	0.16%	152
2024 Q2	$333K	Hold	2,024	–	–	0.16%	153
2024 Q1	$343K	Buy	+2,024	New	+$325K	0.17%	136

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

Gen-Wealth Partners's RSP Position: Q2 2026 in Review

Gen-Wealth Partners held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 5,100 shares worth $1.09M. The position accounts for 0.3% of the portfolio, ranked #71.

Gen-Wealth Partners first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Gen-Wealth Partners held 5,100 shares of Invesco S&P 500 Equal Weight ETF worth $1.09M as of Q2 2026.
Gen-Wealth Partners left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.3% of Gen-Wealth Partners's portfolio in Q2 2026, its #71 holding.
Gen-Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.