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Kestra Private Wealth Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Kestra Private Wealth Services’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 		$11.4M Sell
53,625
-3,558
-6% -$728K 0.13% 175
2026
Q1 		$11M Buy
57,183
+6,630
+13% +$1.31M 0.14% 170
2025
Q4 		$9.68M Buy
50,553
+2,497
+5% +$474K 0.12% 182
2025
Q3 		$9.12M Sell
48,056
-531
-1% -$98.9K 0.12% 195
2025
Q2 		$8.83M Buy
48,587
+4,809
+11% +$830K 0.13% 187
2025
Q1 		$7.58M Buy
43,778
+2,235
+5% +$397K 0.13% 182
2024
Q4 		$7.28M Buy
41,543
+797
+2% +$144K 0.12% 185
2024
Q3 		$7.3M Buy
40,746
+8,500
+26% +$1.45M 0.13% 170
2024
Q2 		$5.3M Buy
32,246
+5,136
+19% +$845K 0.11% 212
2024
Q1 		$4.59M Buy
27,110
+3,975
+17% +$638K 0.1% 213
2023
Q4 		$3.65M Buy
23,135
+1,899
+9% +$276K 0.09% 231
2023
Q3 		$3.01M Buy
21,236
+1,225
+6% +$183K 0.09% 237
2023
Q2 		$2.99M Buy
20,011
+908
+5% +$131K 0.1% 217
2023
Q1 		$2.76M Buy
19,103
+1,648
+9% +$241K 0.11% 203
2022
Q4 		$2.47M Buy
17,455
+2,042
+13% +$286K 0.12% 192
2022
Q3 		$1.96M Buy
15,413
+100
+0.7% +$14.1K 0.11% 207
2022
Q2 		$2.06M Sell
15,313
-626
-4% -$91.6K 0.12% 209
2022
Q1 		$2.51M Buy
15,939
+1,644
+12% +$256K 0.12% 177
2021
Q4 		$2.33M Buy
14,295
+1
+0% +$158 0.11% 191
2021
Q3 		$2.14M Buy
14,294
+1,328
+10% +$203K 0.12% 188
2021
Q2 		$1.95M Buy
12,966
+6,314
+95% +$940K 0.12% 195
2021
Q1 		$942K Sell
6,652
-584
-8% -$78.8K 0.07% 300
2020
Q4 		$917K Buy
7,236
+434
+6% +$51.6K 0.07% 291
2020
Q3 		$735K Buy
+6,802
New +$734K 0.06% 306

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

Kestra Private Wealth Services's RSP Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.2% in Q2 2026, selling an estimated $728K and leaving 53,625 shares worth $11.4M. The position accounts for 0.13% of the portfolio, ranked #175.

Kestra Private Wealth Services first reported a position in RSP in Q3 2020 and has held it in 24 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Kestra Private Wealth Services held 53,625 shares of Invesco S&P 500 Equal Weight ETF worth $11.4M as of Q2 2026.
  • Kestra Private Wealth Services sold 3,558 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $728K.
  • Invesco S&P 500 Equal Weight ETF made up 0.13% of Kestra Private Wealth Services's portfolio in Q2 2026, its #175 holding.
  • Kestra Private Wealth Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.