Golden State Equity Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Golden State Equity 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	$521K	Sell	2,449 -21,976	-90%	-$4.5M	1.4%	19
2026 Q1	$4.69M	Buy	24,425 +16,013	+190%	+$3.17M	0.35%	53
2025 Q4	$1.61M	Buy	8,412 +818	+11%	+$155K	0.26%	79
2025 Q3	$1.44M	Buy	7,594 +2,206	+41%	+$411K	0.24%	95
2025 Q2	$979K	Sell	5,388 -12,461	-70%	-$2.15M	0.18%	141
2025 Q1	$3.09M	Buy	17,849 +9,198	+106%	+$1.64M	0.61%	33
2024 Q4	$1.52M	Sell	8,651 -4,411	-34%	-$798K	0.29%	79
2024 Q3	$2.34M	Buy	13,062 +7,986	+157%	+$1.36M	0.37%	59
2024 Q2	$834K	Buy	+5,076	New	+$835K	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

Golden State Equity Partners's RSP Position: Q2 2026 in Review

Golden State Equity Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 90% in Q2 2026, selling an estimated $4.5M and leaving 2,449 shares worth $521K. The position accounts for 1.4% of the portfolio, ranked #19.

Golden State Equity Partners first reported a position in RSP in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.69M in Q1 2026. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Golden State Equity Partners held 2,449 shares of Invesco S&P 500 Equal Weight ETF worth $521K as of Q2 2026.
Golden State Equity Partners sold 21,976 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $4.5M.
Invesco S&P 500 Equal Weight ETF made up 1.4% of Golden State Equity Partners's portfolio in Q2 2026, its #19 holding.
Golden State Equity Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
Golden State Equity Partners's Invesco S&P 500 Equal Weight ETF position peaked at $4.69M in Q1 2026.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.