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

Independent Solutions 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 		$2.12M Hold
9,982
– – 0.28% 96
2026
Q1 		$1.92M Buy
+9,982
New +$1.98M 0.28% 94

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

Independent Solutions Wealth Management's RSP Position: Q2 2026 in Review

Independent Solutions Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 9,982 shares worth $2.12M. The position accounts for 0.28% of the portfolio, ranked #96.

Independent Solutions Wealth Management first reported a position in RSP in Q1 2026 and has held it in 2 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Independent Solutions Wealth Management held 9,982 shares of Invesco S&P 500 Equal Weight ETF worth $2.12M as of Q2 2026.
  • Independent Solutions Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.28% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Independent Solutions Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.