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

Golden State 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	$475K	Buy	2,230 +3	+0.1%	+$614	0.04%	289
2026 Q1	$428K	Sell	2,227 -388	-15%	-$76.9K	0.05%	277
2025 Q4	$501K	Buy	2,615 +3	+0.1%	+$569	0.05%	253
2025 Q3	$496K	Sell	2,612 -37	-1%	-$6.89K	0.05%	244
2025 Q2	$481K	Sell	2,649 -631	-19%	-$109K	0.06%	245
2025 Q1	$568K	Buy	3,280 +660	+25%	+$117K	0.08%	186
2024 Q4	$459K	Buy	+2,620	New	+$474K	0.07%	206
2022 Q1	$2.18M	Buy	13,812 +10,555	+324%	+$1.65M	0.43%	45
2021 Q4	$530K	Buy	3,257 +909	+39%	+$144K	0.09%	195
2021 Q3	$352K	Sell	2,348 -552	-19%	-$84.5K	0.08%	205
2021 Q2	$437K	Buy	2,900 +1,393	+92%	+$207K	0.1%	182
2021 Q1	$213K	Buy	+1,507	New	+$203K	0.07%	191
2020 Q2	–	Sell	-5,500	Closed	-$462K	–	746
2020 Q1	$462K	Buy	+5,500	New	+$584K	0.2%	76
2019 Q4	–	Sell	-6,380	Closed	-$690K	–	741
2019 Q3	$690K	Hold	6,380	–	–	0.23%	83
2019 Q2	$687K	Hold	6,380	–	–	0.22%	91
2019 Q1	$666K	Buy	+6,380	New	+$644K	0.22%	96

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 Wealth Management's RSP Position: Q2 2026 in Review

Golden State Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.13% in Q2 2026, buying an estimated $614 and bringing the position to 2,230 shares worth $475K. The position accounts for 0.04% of the portfolio, ranked #289.

Golden State Wealth Management first reported a position in RSP in Q1 2019 and has held it in 16 quarters since. The position peaked at $2.18M in Q1 2022. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Golden State Wealth Management held 2,230 shares of Invesco S&P 500 Equal Weight ETF worth $475K as of Q2 2026.
Golden State Wealth Management bought 3 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $614.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #289 holding.
Golden State Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2019 and has held it in 16 quarters since.
Golden State Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $2.18M in Q1 2022.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.