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

HighMark 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	–	Sell	-25	Closed	-$4.82K	–	587
2026 Q1	$4.82K	Buy	+25	New	+$4.95K	﹤0.01%	387
2021 Q4	–	Sell	-1	Closed	-$33K	–	523
2021 Q3	$33K	Sell	1 -220	-100%	-$33.7K	0.02%	141
2021 Q2	$33K	Buy	221 +1	+0.5%	+$149	0.02%	148
2021 Q1	$31K	Sell	220 -107	-33%	-$14.4K	0.02%	137
2020 Q4	$42K	Buy	327 +1	+0.3%	+$119	0.04%	104
2020 Q3	$35K	Buy	326 +2	+0.6%	+$216	0.03%	122
2020 Q2	$33K	Buy	324 +1	+0.3%	+$96	0.04%	94
2020 Q1	$27K	Sell	323 -96	-23%	-$10.2K	0.03%	93
2019 Q4	$48K	Buy	+419	New	+$46.5K	0.05%	81

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

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

HighMark Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 25 shares — an estimated $4.82K sold.

HighMark Wealth Management first reported a position in RSP in Q4 2019 and held it in 9 quarters. The position peaked at $48K in Q4 2019. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

HighMark Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
HighMark Wealth Management sold 25 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $4.82K.
HighMark Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and held it in 9 quarters.
HighMark Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $48K in Q4 2019.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.