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

HORAN Wealth’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	$1.25M	Buy	5,856 +1,096	+23%	+$224K	0.16%	84
2026 Q1	$912K	Sell	4,760 -10	-0.2%	-$1.98K	0.09%	106
2025 Q4	$914K	Buy	4,770 +56	+1%	+$10.6K	0.14%	85
2025 Q3	$894K	Buy	4,714 +2,883	+157%	+$537K	0.14%	100
2025 Q2	$333K	Buy	+1,831	New	+$316K	0.1%	92

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

HORAN Wealth's RSP Position: Q2 2026 in Review

HORAN Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 23% in Q2 2026, buying an estimated $224K and bringing the position to 5,856 shares worth $1.25M. The position accounts for 0.16% of the portfolio, ranked #84.

HORAN Wealth first reported a position in RSP in Q2 2025 and has held it in 5 quarters since. 2,319 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

HORAN Wealth held 5,856 shares of Invesco S&P 500 Equal Weight ETF worth $1.25M as of Q2 2026.
HORAN Wealth bought 1,096 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $224K.
Invesco S&P 500 Equal Weight ETF made up 0.16% of HORAN Wealth's portfolio in Q2 2026, its #84 holding.
HORAN Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
2,319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.