GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$2.27M Sell
10,645
-1,627
-13% -$333K 0.06% 118
2026
Q1 		$2.36M Buy
12,272
+562
+5% +$111K 0.08% 112
2025
Q4 		$2.24M Buy
11,710
+377
+3% +$71.6K 0.08% 113
2025
Q3 		$2.15M Sell
11,333
-430
-4% -$80.1K 0.07% 110
2025
Q2 		$2.14M Buy
11,763
+371
+3% +$64K 0.08% 107
2025
Q1 		$1.97M Buy
11,392
+332
+3% +$59K 0.09% 110
2024
Q4 		$1.94M Sell
11,060
-177
-2% -$32K 0.08% 107
2024
Q3 		$2.01M Sell
11,237
-193
-2% -$33K 0.09% 107
2024
Q2 		$1.88M Sell
11,430
-949
-8% -$156K 0.09% 101
2024
Q1 		$2.1M Buy
12,379
+254
+2% +$40.8K 0.11% 101
2023
Q4 		$1.91M Sell
12,125
-730
-6% -$106K 0.11% 100
2023
Q3 		$1.82M Buy
12,855
+697
+6% +$104K 0.12% 97
2023
Q2 		$1.82M Buy
12,158
+1,742
+17% +$251K 0.12% 97
2023
Q1 		$1.51M Buy
10,416
+1,418
+16% +$208K 0.12% 98
2022
Q4 		$1.27M Buy
8,998
+507
+6% +$70.9K 0.11% 106
2022
Q3 		$1.08M Buy
8,491
+187
+2% +$26.4K 0.1% 110
2022
Q2 		$1.11M Buy
8,304
+1,918
+30% +$281K 0.11% 108
2022
Q1 		$1.01M Buy
6,386
+316
+5% +$49.3K 0.08% 112
2021
Q4 		$987K Buy
6,070
+1,819
+43% +$287K 0.08% 110
2021
Q3 		$636K Buy
4,251
+698
+20% +$107K 0.08% 92
2021
Q2 		$535K Buy
3,553
+723
+26% +$108K 0.05% 144
2021
Q1 		$400K Buy
2,830
+390
+16% +$52.6K 0.05% 145
2020
Q4 		$311K Hold
2,440
– – 0.04% 137
2020
Q3 		$263K Sell
2,440
-925
-27% -$99.8K 0.06% 106
2020
Q2 		$342K Sell
3,365
-2,212
-40% -$213K 0.08% 103
2020
Q1 		$468K Sell
5,577
-1,369
-20% -$145K 0.13% 84
2019
Q4 		$803K Sell
6,946
-80
-1% -$8.89K 0.2% 65
2019
Q3 		$759K Buy
7,026
+650
+10% +$69.8K 0.22% 62
2019
Q2 		$687K Buy
6,376
+887
+16% +$93.9K 0.2% 67
2019
Q1 		$573K Buy
5,489
+25
+0.5% +$2.52K 0.17% 68
2018
Q4 		$499K Buy
5,464
+790
+17% +$78.3K 0.18% 61
2018
Q3 		$499K Buy
+4,674
New +$494K 0.14% 67
2018
Q2 		– Sell
-4,650
Closed -$462K – 116
2018
Q1 		$462K Sell
4,650
-1,950
-30% -$200K 0.15% 64
2017
Q4 		$666K Sell
6,600
-395
-6% -$38.8K 0.23% 60
2017
Q3 		$672K Sell
6,995
-772
-10% -$72.2K 0.24% 63
2017
Q2 		$718K Sell
7,767
-2,753
-26% -$252K 0.27% 65
2017
Q1 		$947K Sell
10,520
-525
-5% -$47.1K 0.41% 51
2016
Q4 		$956K Buy
11,045
+5,565
+102% +$470K 0.5% 45
2016
Q3 		$458K Buy
5,480
+2,260
+70% +$188K 0.27% 66
2016
Q2 		$258K Hold
3,220
– – 0.16% 77
2016
Q1 		$252K Buy
3,220
+40
+1% +$2.94K 0.17% 70
2015
Q4 		$243K Buy
+3,180
New +$247K 0.16% 72

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's RSP Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 13% in Q2 2026, selling an estimated $333K and leaving 10,645 shares worth $2.27M. The position accounts for 0.06% of the portfolio, ranked #118.

Gerber Kawasaki Wealth & Investment Management first reported a position in RSP in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.36M in Q1 2026. 1,788 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 10,645 shares of Invesco S&P 500 Equal Weight ETF worth $2.27M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 1,627 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $333K.
  • Invesco S&P 500 Equal Weight ETF made up 0.06% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #118 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2015 and has held it in 42 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Invesco S&P 500 Equal Weight ETF position peaked at $2.36M in Q1 2026.
  • 1,788 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.