Gentry Private Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Gentry Private 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	$763K	Sell	3,587 -3,222	-47%	-$659K	0.39%	41
2026 Q1	$1.31M	Buy	+6,809	New	+$1.35M	0.79%	23

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

Gentry Private Wealth's RSP Position: Q2 2026 in Review

Gentry Private Wealth reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 47% in Q2 2026, selling an estimated $659K and leaving 3,587 shares worth $763K. The position accounts for 0.39% of the portfolio, ranked #41.

Gentry Private Wealth first reported a position in RSP in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.31M in Q1 2026. 2,315 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Gentry Private Wealth held 3,587 shares of Invesco S&P 500 Equal Weight ETF worth $763K as of Q2 2026.
Gentry Private Wealth sold 3,222 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $659K.
Invesco S&P 500 Equal Weight ETF made up 0.39% of Gentry Private Wealth's portfolio in Q2 2026, its #41 holding.
Gentry Private Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2026 and has held it in 2 quarters since.
Gentry Private Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $1.31M in Q1 2026.
2,315 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.