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

KWB Wealth’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 		$2.39M Sell
11,214
-286
-2% -$58.5K 0.2% 61
2026
Q1 		$2.2M Hold
11,500
– – 0.22% 55
2025
Q4 		$2.2M Sell
11,500
-630
-5% -$120K 0.21% 55
2025
Q3 		$2.2M Buy
12,130
+70
+0.6% +$13K 0.24% 55
2025
Q2 		$2.09M Sell
12,060
-1,064
-8% -$184K 0.25% 58
2025
Q1 		$2.3M Sell
13,124
-457
-3% -$81.3K 0.28% 50
2024
Q4 		$2.43M Sell
13,581
-193
-1% -$34.9K 0.3% 41
2024
Q3 		$2.26M Sell
13,774
-78
-0.6% -$13.3K 0.29% 40
2024
Q2 		$2.35M Hold
13,852
– – 0.32% 38
2024
Q1 		$2.35M Sell
13,852
-635
-4% -$102K 0.32% 38
2023
Q4 		$2.29M Sell
14,487
-178
-1% -$25.9K 0.33% 37
2023
Q3 		$2.19M Sell
14,665
-743
-5% -$111K 0.35% 34
2023
Q2 		$2.31M Sell
15,408
-3,061
-17% -$441K 0.36% 33
2023
Q1 		$2.61M Buy
18,469
+1,917
+12% +$281K 0.48% 31
2022
Q4 		$2.34M Sell
16,552
-3,507
-17% -$490K 0.44% 30
2022
Q3 		$2.55M Sell
20,059
-211
-1% -$29.8K 0.51% 28
2022
Q2 		$2.72M Buy
20,270
+2,207
+12% +$323K 0.52% 28
2022
Q1 		$2.94M Hold
18,063
– – 0.49% 24
2021
Q4 		$2.94M Sell
18,063
-524
-3% -$82.8K 0.49% 24
2021
Q3 		$2.79M Sell
18,587
-189
-1% -$28.9K 0.49% 26
2021
Q2 		$2.66M Buy
18,776
+71
+0.4% +$10.6K 0.51% 27
2021
Q1 		$2.65M Sell
18,705
-1,576
-8% -$213K 0.51% 27
2020
Q4 		$2.59M Buy
+20,281
New +$2.41M 0.54% 27

Other funds holding RSP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

KWB Wealth's RSP Position: Q2 2026 in Review

KWB Wealth reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.5% in Q2 2026, selling an estimated $58.5K and leaving 11,214 shares worth $2.39M. The position accounts for 0.2% of the portfolio, ranked #61.

KWB Wealth first reported a position in RSP in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.94M in Q1 2022. 423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • KWB Wealth held 11,214 shares of Invesco S&P 500 Equal Weight ETF worth $2.39M as of Q2 2026.
  • KWB Wealth sold 286 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $58.5K.
  • Invesco S&P 500 Equal Weight ETF made up 0.2% of KWB Wealth's portfolio in Q2 2026, its #61 holding.
  • KWB Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $2.94M in Q1 2022.
  • 423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.