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Johnson Financial Group Inc (Wisconsin)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$172K Sell
807
-149
-16% -$30.5K 0.01% 331
2026
Q1 		$184K Buy
956
+104
+12% +$20.6K 0.01% 329
2025
Q4 		$163K Sell
852
-860
-50% -$163K 0.01% 354
2025
Q3 		$325K Buy
1,712
+90
+6% +$16.8K 0.01% 296
2025
Q2 		$295K Sell
1,622
-165
-9% -$28.5K 0.01% 259
2025
Q1 		$310K Buy
1,787
+165
+10% +$29.3K 0.02% 281
2024
Q4 		$294K Hold
1,622
– – 0.01% 257
2024
Q3 		$291K Sell
1,622
-655
-29% -$112K 0.01% 299
2024
Q2 		$374K Buy
2,277
+180
+9% +$29.6K 0.02% 241
2024
Q1 		$355K Sell
2,097
-466
-18% -$74.8K 0.02% 239
2023
Q4 		$404K Buy
2,563
+953
+59% +$138K 0.02% 207
2023
Q3 		$228K Sell
1,610
-11
-0.7% -$1.64K 0.02% 240
2023
Q2 		$243K Sell
1,621
-38
-2% -$5.47K 0.02% 248
2023
Q1 		$240K Sell
1,659
-61
-4% -$8.93K 0.02% 252
2022
Q4 		$243K Sell
1,720
-85
-5% -$11.9K 0.02% 227
2022
Q3 		$230K Buy
1,805
+1,145
+173% +$161K 0.02% 220
2022
Q2 		$89K Hold
660
– – 0.01% 328
2022
Q1 		$104K Hold
660
– – 0.01% 349
2021
Q4 		$107K Sell
660
-81
-11% -$12.8K 0.01% 358
2021
Q3 		$111K Hold
741
– – 0.01% 319
2021
Q2 		$112K Hold
741
– – 0.01% 331
2021
Q1 		$105K Hold
741
– – 0.01% 329
2020
Q4 		$95K Hold
741
– – 0.01% 256
2020
Q3 		$80K Hold
741
– – 0.01% 245
2020
Q2 		$75K Hold
741
– – 0.01% 237
2020
Q1 		$62K Hold
741
– – 0.01% 273
2019
Q4 		$86K Hold
741
– – 0.01% 268
2019
Q3 		$80K Sell
741
-701
-49% -$75.2K 0.01% 302
2019
Q2 		$155K Buy
+1,442
New +$153K 0.01% 240

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Johnson Financial Group Inc (Wisconsin)'s RSP Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 16% in Q2 2026, selling an estimated $30.5K and leaving 807 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #331.

Johnson Financial Group Inc (Wisconsin) first reported a position in RSP in Q2 2019 and has held it in 29 quarters since. The position peaked at $404K in Q4 2023. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 807 shares of Invesco S&P 500 Equal Weight ETF worth $172K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 149 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $30.5K.
  • Invesco S&P 500 Equal Weight ETF made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #331 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2019 and has held it in 29 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Invesco S&P 500 Equal Weight ETF position peaked at $404K in Q4 2023.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.