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

Icon Wealth Advisors’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	$778K	Buy	3,657 +1	+0%	+$205	0.05%	216
2026 Q1	$733K	Sell	3,656 -428	-10%	-$84.8K	0.05%	209
2025 Q4	$782K	Sell	4,084 -10	-0.2%	-$1.9K	0.05%	197
2025 Q3	$777K	Buy	4,094 +67	+2%	+$12.5K	0.05%	202
2025 Q2	$732K	Buy	+4,027	New	+$695K	0.05%	208

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

Icon Wealth Advisors's RSP Position: Q2 2026 in Review

Icon Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.03% in Q2 2026, buying an estimated $205 and bringing the position to 3,657 shares worth $778K. The position accounts for 0.05% of the portfolio, ranked #216.

Icon Wealth Advisors first reported a position in RSP in Q2 2025 and has held it in 5 quarters since. The position peaked at $782K in Q4 2025. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Icon Wealth Advisors held 3,657 shares of Invesco S&P 500 Equal Weight ETF worth $778K as of Q2 2026.
Icon Wealth Advisors bought 1 Invesco S&P 500 Equal Weight ETF share in Q2 2026, an estimated $205.
Invesco S&P 500 Equal Weight ETF made up 0.05% of Icon Wealth Advisors's portfolio in Q2 2026, its #216 holding.
Icon Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
Icon Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $782K in Q4 2025.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.