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

HB 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
2023
Q3 		– Sell
-1,000
Closed -$150K – 782
2023
Q2 		$150K Buy
+1,000
New +$144K ﹤0.01% 699

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

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

HB Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.96% in Q2 2026, buying an estimated $448K and bringing the position to 230,643 shares worth $49.1M. The position accounts for 0.28% of the portfolio, ranked #48.

HB Wealth Management first reported a position in RSP in Q4 2021 and has held it in 19 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • HB Wealth Management held 230,643 shares of Invesco S&P 500 Equal Weight ETF worth $49.1M as of Q2 2026.
  • HB Wealth Management bought 2,187 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $448K.
  • Invesco S&P 500 Equal Weight ETF made up 0.28% of HB Wealth Management's portfolio in Q2 2026, its #48 holding.
  • HB Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.