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

JPL 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	$7.02K	Hold	33	–	–	﹤0.01%	686
2026 Q1	$6.33K	Buy	+33	New	+$6.54K	﹤0.01%	632
2025 Q1	–	Sell	-1,698	Closed	-$298K	–	118
2024 Q4	$298K	Buy	+1,698	New	+$307K	0.09%	108
2024 Q2	$243K	Hold	1,482	–	–	0.12%	93
2024 Q1	$251K	Buy	+1,482	New	+$238K	0.14%	99

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

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

JPL Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 33 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

JPL Wealth Management first reported a position in RSP in Q1 2024 and has held it in 5 quarters since. The position peaked at $298K in Q4 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

JPL Wealth Management held 33 shares of Invesco S&P 500 Equal Weight ETF worth $7.02K as of Q2 2026.
JPL Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #686 holding.
JPL Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 5 quarters since.
JPL Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $298K in Q4 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.