KPP Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

KPP Advisory 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	$4.49M	Buy	21,117 +83	+0.4%	+$17K	0.57%	43
2026 Q1	$4.04M	Buy	21,034 +405	+2%	+$80.3K	0.59%	40
2025 Q4	$3.95M	Buy	20,629 +594	+3%	+$113K	0.57%	42
2025 Q3	$3.8M	Buy	20,035 +1,000	+5%	+$186K	0.56%	44
2025 Q2	$3.46M	Buy	19,035 +1,050	+6%	+$181K	0.57%	46
2025 Q1	$3.12M	Buy	17,985 +1,605	+10%	+$285K	0.59%	44
2024 Q4	$2.87M	Sell	16,380 -270	-2%	-$48.8K	0.68%	39
2024 Q3	$2.98M	Sell	16,650 -320	-2%	-$54.7K	0.72%	36
2024 Q2	$2.79M	Sell	16,970 -85	-0.5%	-$14K	0.74%	33
2024 Q1	$2.89M	Buy	+17,055	New	+$2.74M	0.79%	29
2023 Q4	–	Sell	-16,808	Closed	-$2.38M	–	193
2023 Q3	$2.38M	Buy	+16,808	New	+$2.51M	0.79%	28

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

KPP Advisory Services's RSP Position: Q2 2026 in Review

KPP Advisory Services increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.39% in Q2 2026, buying an estimated $17K and bringing the position to 21,117 shares worth $4.49M. The position accounts for 0.57% of the portfolio, ranked #43.

KPP Advisory Services first reported a position in RSP in Q3 2023 and has held it in 11 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

KPP Advisory Services held 21,117 shares of Invesco S&P 500 Equal Weight ETF worth $4.49M as of Q2 2026.
KPP Advisory Services bought 83 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $17K.
Invesco S&P 500 Equal Weight ETF made up 0.57% of KPP Advisory Services's portfolio in Q2 2026, its #43 holding.
KPP Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 11 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.