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

Jacksonville 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	$15.4M	Buy	72,250 +3,571	+5%	+$731K	8.7%	3
2026 Q1	$13.2M	Buy	68,679 +9,182	+15%	+$1.82M	8.9%	3
2025 Q4	$11.4M	Buy	59,497 +2,839	+5%	+$539K	8.07%	4
2025 Q3	$10.7M	Buy	56,658 +3,654	+7%	+$681K	7.89%	4
2025 Q2	$9.63M	Buy	53,004 +5,509	+12%	+$951K	7.74%	4
2025 Q1	$8.23M	Buy	47,495 +1,312	+3%	+$233K	8.1%	3
2024 Q4	$8.09M	Buy	+46,183	New	+$8.35M	7.55%	4

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

Jacksonville Wealth Management's RSP Position: Q2 2026 in Review

Jacksonville Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.2% in Q2 2026, buying an estimated $731K and bringing the position to 72,250 shares worth $15.4M. The position accounts for 8.7% of the portfolio, ranked #3.

Jacksonville Wealth Management first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,318 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Jacksonville Wealth Management held 72,250 shares of Invesco S&P 500 Equal Weight ETF worth $15.4M as of Q2 2026.
Jacksonville Wealth Management bought 3,571 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $731K.
Invesco S&P 500 Equal Weight ETF made up 8.7% of Jacksonville Wealth Management's portfolio in Q2 2026, its #3 holding.
Jacksonville Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,318 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.