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

Graetz 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	$2.13M	Sell	10,020 -5,775	-37%	-$1.18M	1.7%	21
2026 Q1	$3.03M	Buy	+15,795	New	+$3.13M	2.71%	9

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

Graetz Wealth's RSP Position: Q2 2026 in Review

Graetz Wealth reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 37% in Q2 2026, selling an estimated $1.18M and leaving 10,020 shares worth $2.13M. The position accounts for 1.7% of the portfolio, ranked #21.

Graetz Wealth first reported a position in RSP in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.03M in Q1 2026. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Graetz Wealth held 10,020 shares of Invesco S&P 500 Equal Weight ETF worth $2.13M as of Q2 2026.
Graetz Wealth sold 5,775 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.18M.
Invesco S&P 500 Equal Weight ETF made up 1.7% of Graetz Wealth's portfolio in Q2 2026, its #21 holding.
Graetz Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2026 and has held it in 2 quarters since.
Graetz Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $3.03M in Q1 2026.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Graetz Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.