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

Kaydan 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	$20.7M	Buy	97,323 +1,455	+2%	+$298K	6.31%	5
2026 Q1	$18.4M	Buy	95,868 +183	+0.2%	+$36.3K	6.15%	5
2025 Q4	$18.3M	Sell	95,685 -566	-0.6%	-$107K	5.31%	7
2025 Q3	$18.3M	Sell	96,251 -3,205	-3%	-$597K	5.22%	6
2025 Q2	$18.1M	Sell	99,456 -45,231	-31%	-$7.81M	5.92%	6
2025 Q1	$25.1M	Sell	144,687 -39,651	-22%	-$7.05M	8.04%	4
2024 Q4	$32.3M	Buy	184,338 +35,794	+24%	+$6.47M	10.74%	1
2024 Q3	$26.6M	Buy	148,544 +40,670	+38%	+$6.95M	7.86%	6
2024 Q2	$17.7M	Sell	107,874 -43,807	-29%	-$7.21M	6.28%	5
2024 Q1	$25.7M	Sell	151,681 -3,423	-2%	-$550K	8.76%	2
2023 Q4	$24.5M	Buy	155,104 +28,738	+23%	+$4.17M	9.95%	2
2023 Q3	$17.9M	Sell	126,366 -99,421	-44%	-$14.9M	7.15%	4
2023 Q2	$33.8M	Buy	225,787 +203,808	+927%	+$29.4M	14.16%	1
2023 Q1	$3.18M	Sell	21,979 -125	-0.6%	-$18.3K	1.3%	8
2022 Q4	$3.12M	Sell	22,104 -614	-3%	-$85.9K	1.25%	9
2022 Q3	$2.89M	Sell	22,718 -429	-2%	-$60.5K	1.6%	6
2022 Q2	$3.11M	Sell	23,147 -636	-3%	-$93.1K	1.73%	7
2022 Q1	$3.75M	Sell	23,783 -678	-3%	-$106K	1.66%	10
2021 Q4	$3.98M	Buy	+24,461	New	+$3.86M	1.51%	11

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

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

Kaydan Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.5% in Q2 2026, buying an estimated $298K and bringing the position to 97,323 shares worth $20.7M. The position accounts for 6.31% of the portfolio, ranked #5.

Kaydan Wealth Management first reported a position in RSP in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.8M in Q2 2023. 2,320 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Kaydan Wealth Management held 97,323 shares of Invesco S&P 500 Equal Weight ETF worth $20.7M as of Q2 2026.
Kaydan Wealth Management bought 1,455 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $298K.
Invesco S&P 500 Equal Weight ETF made up 6.31% of Kaydan Wealth Management's portfolio in Q2 2026, its #5 holding.
Kaydan Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
Kaydan Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $33.8M in Q2 2023.
2,320 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.