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

Keudell/Morrison 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	$1.06M	Buy	5,001 +142	+3%	+$29.1K	0.2%	78
2026 Q1	$933K	Buy	4,859 +275	+6%	+$54.5K	0.19%	81
2025 Q4	$878K	Buy	+4,584	New	+$870K	0.18%	82
2025 Q2	$617K	Buy	3,394 +728	+27%	+$126K	0.14%	104
2025 Q1	$462K	Buy	2,666 +274	+11%	+$48.7K	0.11%	117
2024 Q4	$419K	Buy	2,392 +411	+21%	+$74.3K	0.11%	127
2024 Q3	$355K	Buy	1,981 +365	+23%	+$62.4K	0.1%	143
2024 Q2	$265K	Buy	1,616 +120	+8%	+$19.7K	0.08%	169
2024 Q1	$253K	Buy	+1,496	New	+$240K	0.08%	174

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

Keudell/Morrison Wealth Management's RSP Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.9% in Q2 2026, buying an estimated $29.1K and bringing the position to 5,001 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #78.

Keudell/Morrison Wealth Management first reported a position in RSP in Q1 2024 and has held it in 9 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Keudell/Morrison Wealth Management held 5,001 shares of Invesco S&P 500 Equal Weight ETF worth $1.06M as of Q2 2026.
Keudell/Morrison Wealth Management bought 142 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $29.1K.
Invesco S&P 500 Equal Weight ETF made up 0.2% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #78 holding.
Keudell/Morrison Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 9 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.