Laurel Oak Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Laurel Oak 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	$202K	Sell	951 -99	-9%	-$20.3K	0.03%	364
2026 Q1	$202K	Hold	1,050	–	–	0.03%	345
2025 Q4	$201K	Buy	+1,050	New	+$199K	0.03%	347

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

Laurel Oak Wealth Management's RSP Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 9.4% in Q2 2026, selling an estimated $20.3K and leaving 951 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #364.

Laurel Oak Wealth Management first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Laurel Oak Wealth Management held 951 shares of Invesco S&P 500 Equal Weight ETF worth $202K as of Q2 2026.
Laurel Oak Wealth Management sold 99 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $20.3K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #364 holding.
Laurel Oak Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.