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Global Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Global Wealth 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 		$5.73M Buy
26,947
+64
+0.2% +$13.1K 2.92% 12
2026
Q1 		$5.16M Sell
26,883
-545
-2% -$108K 2.81% 12
2025
Q4 		$5.25M Sell
27,428
-1,584
-5% -$301K 2.83% 12
2025
Q3 		$5.5M Sell
29,012
-226
-0.8% -$42.1K 2.89% 12
2025
Q2 		$5.4M Buy
29,238
+7,138
+32% +$1.23M 2.96% 11
2025
Q1 		$3.83M Sell
22,100
-568
-3% -$101K 2.21% 11
2024
Q4 		$3.97M Sell
22,668
-622
-3% -$112K 2.54% 11
2024
Q3 		$4.17M Buy
+23,290
New +$3.98M 2.82% 11

Other funds holding RSP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Global Wealth Management's RSP Position: Q2 2026 in Review

Global Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.24% in Q2 2026, buying an estimated $13.1K and bringing the position to 26,947 shares worth $5.73M. The position accounts for 2.92% of the portfolio, ranked #12.

Global Wealth Management first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. 616 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Global Wealth Management held 26,947 shares of Invesco S&P 500 Equal Weight ETF worth $5.73M as of Q2 2026.
  • Global Wealth Management bought 64 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $13.1K.
  • Invesco S&P 500 Equal Weight ETF made up 2.92% of Global Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Global Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
  • 616 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.