Intrua Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Intrua Financial’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	$924K	Sell	4,341 -545	-11%	-$112K	0.08%	173
2026 Q1	$938K	Sell	4,886 -231	-5%	-$45.8K	0.1%	164
2025 Q4	$980K	Buy	5,117 +1,009	+25%	+$192K	0.1%	154
2025 Q3	$779K	Buy	4,108 +2,443	+147%	+$455K	0.08%	183
2025 Q2	$303K	Sell	1,665 -290	-15%	-$50.1K	0.04%	287
2025 Q1	$339K	Sell	1,955 -504	-20%	-$89.6K	0.05%	258
2024 Q4	$431K	Sell	2,459 -354	-13%	-$64K	0.07%	223
2024 Q3	$504K	Sell	2,813 -737	-21%	-$126K	0.07%	218
2024 Q2	$583K	Sell	3,550 -1,683	-32%	-$277K	0.09%	202
2024 Q1	$886K	Sell	5,233 -36,452	-87%	-$5.85M	0.13%	150
2023 Q4	$6.58M	Sell	41,685 -25	-0.1%	-$3.63K	0.96%	22
2023 Q3	$5.91M	Buy	41,710 +1,299	+3%	+$194K	1%	21
2023 Q2	$6.05M	Buy	40,411 +2,666	+7%	+$384K	1.02%	23
2023 Q1	$5.34M	Buy	37,745 +845	+2%	+$124K	1.11%	20
2022 Q4	$5.35M	Sell	36,900 -866	-2%	-$121K	1.24%	18
2022 Q3	$4.81M	Buy	37,766 +720	+2%	+$102K	1.28%	15
2022 Q2	$4.97M	Buy	37,046 +608	+2%	+$89K	1.06%	18
2022 Q1	$5.75M	Buy	36,438 +782	+2%	+$122K	1.03%	23
2021 Q4	$5.8M	Buy	35,656 +406	+1%	+$64.1K	1.01%	23
2021 Q3	$5.51M	Buy	35,250 +33,542	+1,964%	+$5.14M	1.02%	22
2021 Q2	$265K	Buy	1,708 +3	+0.2%	+$447	0.06%	246
2021 Q1	$253K	Buy	+1,705	New	+$230K	0.06%	250

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

Intrua Financial's RSP Position: Q2 2026 in Review

Intrua Financial reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q2 2026, selling an estimated $112K and leaving 4,341 shares worth $924K. The position accounts for 0.08% of the portfolio, ranked #173.

Intrua Financial first reported a position in RSP in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.58M in Q4 2023. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Intrua Financial held 4,341 shares of Invesco S&P 500 Equal Weight ETF worth $924K as of Q2 2026.
Intrua Financial sold 545 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $112K.
Invesco S&P 500 Equal Weight ETF made up 0.08% of Intrua Financial's portfolio in Q2 2026, its #173 holding.
Intrua Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and has held it in 22 quarters since.
Intrua Financial's Invesco S&P 500 Equal Weight ETF position peaked at $6.58M in Q4 2023.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.