Jim Saulnier & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Jim Saulnier & Associates’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	$293K	Buy	1,376 +5	+0.4%	+$1.02K	0.12%	127
2026 Q1	$263K	Buy	1,371 +1	+0.1%	+$198	0.13%	117
2025 Q4	$262K	Buy	1,370 +11	+0.8%	+$2.09K	0.14%	122
2025 Q3	$258K	Buy	1,359 +5	+0.4%	+$932	0.14%	116
2025 Q2	$246K	Buy	1,354 +6	+0.4%	+$1.04K	0.17%	100
2025 Q1	$234K	Buy	1,348 +6	+0.4%	+$1.07K	0.18%	95
2024 Q4	$235K	Buy	1,342 +5	+0.4%	+$904	0.2%	83
2024 Q3	$240K	Buy	+1,337	New	+$228K	0.23%	72

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

Jim Saulnier & Associates's RSP Position: Q2 2026 in Review

Jim Saulnier & Associates increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.36% in Q2 2026, buying an estimated $1.02K and bringing the position to 1,376 shares worth $293K. The position accounts for 0.12% of the portfolio, ranked #127.

Jim Saulnier & Associates first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. 2,315 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Jim Saulnier & Associates held 1,376 shares of Invesco S&P 500 Equal Weight ETF worth $293K as of Q2 2026.
Jim Saulnier & Associates bought 5 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.02K.
Invesco S&P 500 Equal Weight ETF made up 0.12% of Jim Saulnier & Associates's portfolio in Q2 2026, its #127 holding.
Jim Saulnier & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
2,315 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.