Kesler Norman & Wride’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Kesler Norman & Wride’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	$281K	Buy	1,323 +4	+0.3%	+$819	0.04%	242
2026 Q1	$253K	Buy	1,319 +3	+0.2%	+$595	0.04%	231
2025 Q4	$252K	Buy	1,316 +4	+0.3%	+$759	0.04%	222
2025 Q3	$230K	Buy	1,312 +2	+0.2%	+$373	0.05%	213
2025 Q2	$238K	Buy	1,310 +4	+0.3%	+$690	0.04%	211
2025 Q1	$226K	Sell	1,306 -6	-0.5%	-$1.07K	0.04%	203
2024 Q4	$230K	Sell	1,312 -3,785	-74%	-$684K	0.05%	208
2024 Q3	$913K	Buy	5,097 +4	+0.1%	+$683	0.18%	112
2024 Q2	$837K	Hold	5,093	–	–	0.18%	110
2024 Q1	$863K	Hold	5,093	–	–	0.18%	110
2023 Q4	$804K	Buy	5,093 +1,293	+34%	+$188K	0.18%	112
2023 Q3	$538K	Hold	3,800	–	–	0.14%	129
2023 Q2	$569K	Hold	3,800	–	–	0.14%	127
2023 Q1	$550K	Hold	3,800	–	–	0.14%	127
2022 Q4	$537K	Hold	3,800	–	–	0.14%	125
2022 Q3	$484K	Hold	3,800	–	–	0.13%	134
2022 Q2	$510K	Hold	3,800	–	–	0.14%	121
2022 Q1	$599K	Hold	3,800	–	–	0.13%	120
2021 Q4	$618K	Hold	3,800	–	–	0.13%	123
2021 Q3	$569K	Hold	3,800	–	–	0.13%	127
2021 Q2	$580K	Hold	3,800	–	–	0.13%	127
2021 Q1	$538K	Hold	3,800	–	–	0.13%	125
2020 Q4	$485K	Buy	+3,800	New	+$452K	0.14%	121

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

Kesler Norman & Wride's RSP Position: Q2 2026 in Review

Kesler Norman & Wride increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.3% in Q2 2026, buying an estimated $819 and bringing the position to 1,323 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #242.

Kesler Norman & Wride first reported a position in RSP in Q4 2020 and has held it in 23 quarters since. The position peaked at $913K in Q3 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Kesler Norman & Wride held 1,323 shares of Invesco S&P 500 Equal Weight ETF worth $281K as of Q2 2026.
Kesler Norman & Wride bought 4 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $819.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Kesler Norman & Wride's portfolio in Q2 2026, its #242 holding.
Kesler Norman & Wride first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 23 quarters since.
Kesler Norman & Wride's Invesco S&P 500 Equal Weight ETF position peaked at $913K in Q3 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.