Kestra Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Kestra Investment 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	$3M	Sell	14,110 -81	-0.6%	-$16.6K	0.06%	108
2026 Q1	$2.72M	Buy	14,191 +1,196	+9%	+$237K	0.05%	102
2025 Q4	$2.49M	Buy	12,995 +3,859	+42%	+$733K	0.06%	116
2025 Q3	$1.73M	Buy	9,136 +3,532	+63%	+$658K	0.05%	136
2025 Q2	$1M	Buy	5,604 +3,513	+168%	+$606K	0.02%	286
2025 Q1	$362K	Buy	2,091 +2,090	+209,000%	+$372K	0.01%	308
2024 Q4	$157	Buy	+1	New	+$181	﹤0.01%	1147

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

Kestra Investment Management's RSP Position: Q2 2026 in Review

Kestra Investment Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.57% in Q2 2026, selling an estimated $16.6K and leaving 14,110 shares worth $3M. The position accounts for 0.06% of the portfolio, ranked #108.

Kestra Investment Management first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Kestra Investment Management held 14,110 shares of Invesco S&P 500 Equal Weight ETF worth $3M as of Q2 2026.
Kestra Investment Management sold 81 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $16.6K.
Invesco S&P 500 Equal Weight ETF made up 0.06% of Kestra Investment Management's portfolio in Q2 2026, its #108 holding.
Kestra Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.