Institute for Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $745K | Buy |
3,502
+378
| +12% | +$77.4K | 0.07% | 249 |
|
|
2026
Q1 | $600K | Sell |
3,124
-38
| -1% | -$7.53K | 0.06% | 282 |
|
|
2025
Q4 | $606K | Sell |
3,162
-215
| -6% | -$40.8K | 0.06% | 267 |
|
|
2025
Q3 | $641K | Buy |
3,377
+8
| +0.2% | +$1.49K | 0.07% | 274 |
|
|
2025
Q2 | $612K | Buy |
3,369
+22
| +0.7% | +$3.8K | 0.07% | 272 |
|
|
2025
Q1 | $580K | Sell |
3,347
-254
| -7% | -$45.2K | 0.07% | 265 |
|
|
2024
Q4 | $631K | Buy |
3,601
+525
| +17% | +$94.9K | 0.08% | 247 |
|
|
2024
Q3 | $551K | Sell |
3,076
-6
| -0.2% | -$1.02K | 0.07% | 278 |
|
|
2024
Q2 | $506K | Sell |
3,082
-1,238
| -29% | -$204K | 0.07% | 278 |
|
|
2024
Q1 | $732K | Sell |
4,320
-256
| -6% | -$41.1K | 0.09% | 216 |
|
|
2023
Q4 | $722K | Buy |
4,576
+225
| +5% | +$32.7K | 0.12% | 207 |
|
|
2023
Q3 | $616K | Sell |
4,351
-215
| -5% | -$32.1K | 0.11% | 220 |
|
|
2023
Q2 | $683K | Buy |
4,566
+40
| +0.9% | +$5.76K | 0.12% | 205 |
|
|
2023
Q1 | $655K | Sell |
4,526
-16
| -0.4% | -$2.34K | 0.13% | 207 |
|
|
2022
Q4 | $642K | Buy |
4,542
+111
| +3% | +$15.5K | 0.13% | 209 |
|
|
2022
Q3 | $564K | Buy |
4,431
+77
| +2% | +$10.9K | 0.13% | 212 |
|
|
2022
Q2 | $584K | Sell |
4,354
-217
| -5% | -$31.7K | 0.11% | 236 |
|
|
2022
Q1 | $721K | Sell |
4,571
-313
| -6% | -$48.8K | 0.12% | 217 |
|
|
2021
Q4 | $795K | Buy |
4,884
+2
| +0% | +$316 | 0.13% | 191 |
|
|
2021
Q3 | $731K | Sell |
4,882
-11
| -0.2% | -$1.68K | 0.13% | 196 |
|
|
2021
Q2 | $738K | Buy |
4,893
+501
| +11% | +$74.6K | 0.13% | 194 |
|
|
2021
Q1 | $622K | Sell |
4,392
-1,238
| -22% | -$167K | 0.12% | 214 |
|
|
2020
Q4 | $718K | Sell |
5,630
-2
| -0% | -$238 | 0.14% | 183 |
|
|
2020
Q3 | $609K | Sell |
5,632
-433
| -7% | -$46.7K | 0.14% | 196 |
|
|
2020
Q2 | $617K | Buy |
6,065
+61
| +1% | +$5.88K | 0.15% | 190 |
|
|
2020
Q1 | $504K | Sell |
6,004
-68
| -1% | -$7.23K | 0.16% | 183 |
|
|
2019
Q4 | $703K | Buy |
6,072
+17
| +0.3% | +$1.89K | 0.16% | 192 |
|
|
2019
Q3 | $654K | Buy |
6,055
+336
| +6% | +$36.1K | 0.16% | 186 |
|
|
2019
Q2 | $617K | Sell |
5,719
-129
| -2% | -$13.7K | 0.14% | 224 |
|
|
2019
Q1 | $611K | Sell |
5,848
-179
| -3% | -$18.1K | 0.13% | 208 |
|
|
2018
Q4 | $551K | Buy |
+6,027
| New | +$597K | 0.23% | 135 |
|
|
2018
Q1 | – | Sell |
-5,230
| Closed | -$529K | – | 371 |
|
|
2017
Q4 | $529K | Buy |
+5,230
| New | +$513K | 0.12% | 216 |
|
|
2017
Q3 | – | Sell |
-4,548
| Closed | -$422K | – | 369 |
|
|
2017
Q2 | $422K | Buy |
+4,548
| New | +$417K | 0.12% | 253 |
|
Other funds holding RSP
CAM
Institute for Wealth Management's RSP Position: Q2 2026 in Review
Institute for Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 12% in Q2 2026, buying an estimated $77.4K and bringing the position to 3,502 shares worth $745K. The position accounts for 0.07% of the portfolio, ranked #249.
Institute for Wealth Management first reported a position in RSP in Q2 2017 and has held it in 33 quarters since. The position peaked at $795K in Q4 2021. 2,310 funds tracked by Wall St. Rank hold RSP as of Q2 2026.
- Institute for Wealth Management held 3,502 shares of Invesco S&P 500 Equal Weight ETF worth $745K as of Q2 2026.
- Institute for Wealth Management bought 378 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $77.4K.
- Invesco S&P 500 Equal Weight ETF made up 0.07% of Institute for Wealth Management's portfolio in Q2 2026, its #249 holding.
- Institute for Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2017 and has held it in 33 quarters since.
- Institute for Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $795K in Q4 2021.
- 2,310 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.