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

HCR Wealth Advisors’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	$229K	Buy	1,076 +1	+0.1%	+$205	0.02%	239
2026 Q1	$206K	Buy	1,075 +6	+0.6%	+$1.19K	0.02%	232
2025 Q4	$205K	Sell	1,069 -127	-11%	-$24.1K	0.02%	243
2025 Q3	$228K	Buy	+1,196	New	+$223K	0.02%	218

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

HCR Wealth Advisors's RSP Position: Q2 2026 in Review

HCR Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.09% in Q2 2026, buying an estimated $205 and bringing the position to 1,076 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #239.

HCR Wealth Advisors first reported a position in RSP in Q3 2025 and has held it in 4 quarters since. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

HCR Wealth Advisors held 1,076 shares of Invesco S&P 500 Equal Weight ETF worth $229K as of Q2 2026.
HCR Wealth Advisors bought 1 Invesco S&P 500 Equal Weight ETF share in Q2 2026, an estimated $205.
Invesco S&P 500 Equal Weight ETF made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #239 holding.
HCR Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and has held it in 4 quarters since.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.