Investment Research & Advisory Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Investment Research & Advisory Group’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	$1.7K	Sell	8 -830	-99%	-$170K	﹤0.01%	284
2026 Q1	$161K	Buy	838 +830	+10,375%	+$164K	0.06%	79
2025 Q4	$1.53K	Hold	8	–	–	﹤0.01%	240
2025 Q3	$1.52K	Buy	+8	New	+$1.49K	﹤0.01%	222

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

Investment Research & Advisory Group's RSP Position: Q2 2026 in Review

Investment Research & Advisory Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 99% in Q2 2026, selling an estimated $170K and leaving 8 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Investment Research & Advisory Group first reported a position in RSP in Q3 2025 and has held it in 4 quarters since. The position peaked at $161K in Q1 2026. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Investment Research & Advisory Group held 8 shares of Invesco S&P 500 Equal Weight ETF worth $1.7K as of Q2 2026.
Investment Research & Advisory Group sold 830 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $170K.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #284 holding.
Investment Research & Advisory Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and has held it in 4 quarters since.
Investment Research & Advisory Group's Invesco S&P 500 Equal Weight ETF position peaked at $161K in Q1 2026.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.