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

Horizon 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	$6M	Buy	28,223 +20	+0.1%	+$4.09K	0.77%	28
2026 Q1	$5.41M	Buy	28,203 +1,023	+4%	+$203K	0.79%	31
2025 Q4	$5.21M	Buy	27,180 +33	+0.1%	+$6.26K	0.81%	25
2025 Q3	$5.15M	Sell	27,147 -1,090	-4%	-$203K	0.76%	27
2025 Q2	$5.13M	Sell	28,237 -874	-3%	-$151K	0.9%	23
2025 Q1	$5.04M	Buy	29,111 +1,019	+4%	+$181K	0.85%	19
2024 Q4	$4.92M	Sell	28,092 -245,451	-90%	-$44.4M	0.86%	20
2024 Q3	$49M	Buy	273,543 +250,391	+1,082%	+$42.8M	9.78%	2
2024 Q2	$3.8M	Sell	23,152 -8,601	-27%	-$1.41M	0.91%	18
2024 Q1	$5.38M	Sell	31,753 -64	-0.2%	-$10.3K	1.4%	15
2023 Q4	$5.02M	Sell	31,817 -6,787	-18%	-$986K	1.4%	16
2023 Q3	$5.47M	Sell	38,604 -1,027	-3%	-$153K	2.2%	12
2023 Q2	$5.93M	Sell	39,631 -19,463	-33%	-$2.8M	2.34%	13
2023 Q1	$8.55M	Sell	59,094 -6,444	-10%	-$944K	6.41%	5
2022 Q4	$9.26M	Sell	65,538 -60,405	-48%	-$8.45M	7.54%	4
2022 Q3	$16M	Sell	125,943 -78,965	-39%	-$11.1M	11.75%	2
2022 Q2	$27.5M	Sell	204,908 -170,962	-45%	-$25M	11.39%	1
2022 Q1	$59.3M	Sell	375,870 -17,580	-4%	-$2.74M	18.42%	1
2021 Q4	$64M	Buy	+393,450	New	+$62.2M	18.67%	1

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

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

Horizon Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.07% in Q2 2026, buying an estimated $4.09K and bringing the position to 28,223 shares worth $6M. The position accounts for 0.77% of the portfolio, ranked #28.

Horizon Wealth Management first reported a position in RSP in Q4 2021 and has held it in 19 quarters since. The position peaked at $64M in Q4 2021. 2,315 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Horizon Wealth Management held 28,223 shares of Invesco S&P 500 Equal Weight ETF worth $6M as of Q2 2026.
Horizon Wealth Management bought 20 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $4.09K.
Invesco S&P 500 Equal Weight ETF made up 0.77% of Horizon Wealth Management's portfolio in Q2 2026, its #28 holding.
Horizon Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
Horizon Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $64M in Q4 2021.
2,315 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.