HR
RSP icon

Howe & Rusling’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Howe & Rusling’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 		$631K Sell
2,966
-113
-4% -$23.1K 0.04% 170
2026
Q1 		$591K Buy
3,079
+2,300
+295% +$456K 0.04% 166
2025
Q4 		$149K Buy
779
+491
+170% +$93.2K 0.01% 310
2025
Q3 		$54.6K Buy
288
+1
+0.3% +$186 ﹤0.01% 348
2025
Q2 		$52.2K Buy
287
+98
+52% +$16.9K ﹤0.01% 346
2025
Q1 		$32.8K Buy
189
+124
+191% +$22K ﹤0.01% 338
2024
Q4 		$11.4K Sell
65
-99
-60% -$17.9K ﹤0.01% 369
2024
Q3 		$29.4K Sell
164
-95
-37% -$16.2K ﹤0.01% 319
2024
Q2 		$42.5K Buy
259
+91
+54% +$15K ﹤0.01% 295
2024
Q1 		$28.5K Buy
168
+5
+3% +$803 ﹤0.01% 307
2023
Q4 		$25.7K Buy
+163
New +$23.7K ﹤0.01% 295
2023
Q3 		– Sell
-74
Closed -$11.1K – 334
2023
Q2 		$11.1K Buy
+74
New +$10.7K ﹤0.01% 298
2023
Q1 		– Sell
-113
Closed -$16K – 328
2022
Q4 		$16K Sell
113
-30
-21% -$4.2K ﹤0.01% 275
2022
Q3 		$18K Buy
143
+15
+12% +$2.12K ﹤0.01% 443
2022
Q2 		$17K Buy
128
+1
+0.8% +$146 ﹤0.01% 450
2022
Q1 		$20K Buy
127
+100
+370% +$15.6K ﹤0.01% 422
2021
Q4 		$4K Hold
27
– – ﹤0.01% 748
2021
Q3 		$4K Hold
27
– – ﹤0.01% 723
2021
Q2 		$4K Buy
+27
New +$4.02K ﹤0.01% 689
2018
Q1 		– Sell
-415
Closed -$42K – 995
2017
Q4 		$42K Hold
415
– – 0.01% 316
2017
Q3 		$40K Hold
415
– – 0.01% 324
2017
Q2 		$38K Buy
+415
New +$38.1K 0.01% 300

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Howe & Rusling's RSP Position: Q2 2026 in Review

Howe & Rusling reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.7% in Q2 2026, selling an estimated $23.1K and leaving 2,966 shares worth $631K. The position accounts for 0.04% of the portfolio, ranked #170.

Howe & Rusling first reported a position in RSP in Q2 2017 and has held it in 22 quarters since. 2,320 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Howe & Rusling held 2,966 shares of Invesco S&P 500 Equal Weight ETF worth $631K as of Q2 2026.
  • Howe & Rusling sold 113 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $23.1K.
  • Invesco S&P 500 Equal Weight ETF made up 0.04% of Howe & Rusling's portfolio in Q2 2026, its #170 holding.
  • Howe & Rusling first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2017 and has held it in 22 quarters since.
  • 2,320 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.