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Higgins & Schmidt Wealth Strategies’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		$380K Sell
1,786
-46
-3% -$9.41K 0.16% 45
2026
Q1 		$352K Sell
1,832
-19
-1% -$3.77K 0.16% 47
2025
Q4 		$355K Buy
1,851
+60
+3% +$11.4K 0.17% 46
2025
Q3 		$340K Hold
1,791
– – 0.17% 43
2025
Q2 		$325K Sell
1,791
-7
-0.4% -$1.21K 0.18% 42
2025
Q1 		$311K Buy
1,798
+3
+0.2% +$533 0.18% 39
2024
Q4 		$315K Sell
1,795
-184
-9% -$33.3K 0.2% 39
2024
Q3 		$355K Buy
1,979
+27
+1% +$4.61K 0.23% 38
2024
Q2 		$321K Hold
1,952
– – 0.23% 39
2024
Q1 		$331K Buy
1,952
+3
+0.2% +$482 0.24% 38
2023
Q4 		$308K Buy
+1,949
New +$283K 0.25% 35

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's RSP Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.5% in Q2 2026, selling an estimated $9.41K and leaving 1,786 shares worth $380K. The position accounts for 0.16% of the portfolio, ranked #45.

Higgins & Schmidt Wealth Strategies first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. 1,172 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 1,786 shares of Invesco S&P 500 Equal Weight ETF worth $380K as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies sold 46 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $9.41K.
  • Invesco S&P 500 Equal Weight ETF made up 0.16% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #45 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.