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

Granite Bay 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	$39M	Buy	183,406 +1,366	+0.8%	+$280K	3.59%	9
2026 Q1	$34.9M	Buy	182,040 +6,408	+4%	+$1.27M	7.43%	4
2025 Q4	$33.6M	Buy	175,632 +10,869	+7%	+$2.06M	8.09%	3
2025 Q3	$31.3M	Buy	164,763 +17,701	+12%	+$3.3M	8.14%	3
2025 Q2	$26.7M	Buy	147,062 +13,396	+10%	+$2.31M	8.59%	3
2025 Q1	$23.2M	Buy	+133,666	New	+$23.8M	8.04%	3

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

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Granite Bay Wealth Management's RSP Position: Q2 2026 in Review

Granite Bay Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.75% in Q2 2026, buying an estimated $280K and bringing the position to 183,406 shares worth $39M. The position accounts for 3.59% of the portfolio, ranked #9.

Granite Bay Wealth Management first reported a position in RSP in Q1 2025 and has held it in 6 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Granite Bay Wealth Management held 183,406 shares of Invesco S&P 500 Equal Weight ETF worth $39M as of Q2 2026.
Granite Bay Wealth Management bought 1,366 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $280K.
Invesco S&P 500 Equal Weight ETF made up 3.59% of Granite Bay Wealth Management's portfolio in Q2 2026, its #9 holding.
Granite Bay Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.