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

Keystone 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	$2M	Sell	9,388 -285	-3%	-$58.3K	0.37%	66
2026 Q1	$1.86M	Sell	9,673 -3,500	-27%	-$694K	0.4%	60
2025 Q4	$2.52M	Sell	13,173 -1,254	-9%	-$238K	0.53%	42
2025 Q3	$2.74M	Sell	14,427 -431	-3%	-$80.3K	0.6%	43
2025 Q2	$2.7M	Buy	14,858 +4,605	+45%	+$795K	0.65%	32
2025 Q1	$1.78M	Buy	10,253 +2,516	+33%	+$447K	0.48%	50
2024 Q4	$1.36M	Buy	7,737 +1,989	+35%	+$360K	0.36%	62
2024 Q3	$1.03M	Buy	5,748 +952	+20%	+$163K	0.28%	83
2024 Q2	$788K	Buy	4,796 +3,235	+207%	+$532K	0.25%	96
2024 Q1	$264K	Buy	+1,561	New	+$251K	0.09%	183

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

Keystone Wealth Services's RSP Position: Q2 2026 in Review

Keystone Wealth Services reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.9% in Q2 2026, selling an estimated $58.3K and leaving 9,388 shares worth $2M. The position accounts for 0.37% of the portfolio, ranked #66.

Keystone Wealth Services first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.74M in Q3 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Keystone Wealth Services held 9,388 shares of Invesco S&P 500 Equal Weight ETF worth $2M as of Q2 2026.
Keystone Wealth Services sold 285 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $58.3K.
Invesco S&P 500 Equal Weight ETF made up 0.37% of Keystone Wealth Services's portfolio in Q2 2026, its #66 holding.
Keystone Wealth Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
Keystone Wealth Services's Invesco S&P 500 Equal Weight ETF position peaked at $2.74M in Q3 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.