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

Instrumental Wealth’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	$11.5M	Buy	54,025 +2,590	+5%	+$530K	5.82%	6
2026 Q1	$9.87M	Buy	51,435 +907	+2%	+$180K	6.07%	7
2025 Q4	$10.3M	Buy	50,528 +9,851	+24%	+$1.87M	6.2%	7
2025 Q3	$7.63M	Buy	40,677 +4,302	+12%	+$802K	5.35%	7
2025 Q2	$6.62M	Buy	36,375 +1,154	+3%	+$199K	5.27%	8
2025 Q1	$5.9M	Buy	+35,221	New	+$6.26M	5.34%	8

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Instrumental Wealth's RSP Position: Q2 2026 in Review

Instrumental Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5% in Q2 2026, buying an estimated $530K and bringing the position to 54,025 shares worth $11.5M. The position accounts for 5.82% of the portfolio, ranked #6.

Instrumental Wealth first reported a position in RSP in Q1 2025 and has held it in 6 quarters since. 783 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Instrumental Wealth held 54,025 shares of Invesco S&P 500 Equal Weight ETF worth $11.5M as of Q2 2026.
Instrumental Wealth bought 2,590 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $530K.
Invesco S&P 500 Equal Weight ETF made up 5.82% of Instrumental Wealth's portfolio in Q2 2026, its #6 holding.
Instrumental Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
783 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.