Heritage Family Offices’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Heritage Family Offices’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	$309K	Buy	1,450 +170	+13%	+$34.8K	0.12%	148
2026 Q1	$246K	Hold	1,280	–	–	0.11%	166
2025 Q4	$245K	Sell	1,280 -1,312	-51%	-$249K	0.11%	163
2025 Q3	$492K	Hold	2,592	–	–	0.23%	97
2025 Q2	$445K	Hold	2,592	–	–	0.23%	97
2025 Q1	$449K	Buy	+2,592	New	+$461K	0.23%	99

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

Heritage Family Offices's RSP Position: Q2 2026 in Review

Heritage Family Offices increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 13% in Q2 2026, buying an estimated $34.8K and bringing the position to 1,450 shares worth $309K. The position accounts for 0.12% of the portfolio, ranked #148.

Heritage Family Offices first reported a position in RSP in Q1 2025 and has held it in 6 quarters since. The position peaked at $492K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Heritage Family Offices held 1,450 shares of Invesco S&P 500 Equal Weight ETF worth $309K as of Q2 2026.
Heritage Family Offices bought 170 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $34.8K.
Invesco S&P 500 Equal Weight ETF made up 0.12% of Heritage Family Offices's portfolio in Q2 2026, its #148 holding.
Heritage Family Offices first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
Heritage Family Offices's Invesco S&P 500 Equal Weight ETF position peaked at $492K in Q3 2025.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.