Legacy Wealth Management (Idaho)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Legacy Wealth Management (Idaho)’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	$787K	Buy	3,701 +2,629	+245%	+$538K	0.32%	82
2026 Q1	$206K	Buy	1,072 +1,062	+10,620%	+$210K	0.1%	119
2025 Q4	$1.92K	Sell	10 -10	-50%	-$1.9K	﹤0.01%	675
2025 Q3	$3.79K	Hold	20	–	–	﹤0.01%	465
2025 Q2	$3.63K	Hold	20	–	–	﹤0.01%	438
2025 Q1	$3.46K	Sell	20 -73	-78%	-$13K	﹤0.01%	465
2024 Q4	$16.8K	Hold	93	–	–	0.01%	233
2024 Q3	$17.1K	Buy	+93	New	+$15.9K	0.01%	244

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

Legacy Wealth Management (Idaho)'s RSP Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 245% in Q2 2026, buying an estimated $538K and bringing the position to 3,701 shares worth $787K. The position accounts for 0.32% of the portfolio, ranked #82.

Legacy Wealth Management (Idaho) first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Legacy Wealth Management (Idaho) held 3,701 shares of Invesco S&P 500 Equal Weight ETF worth $787K as of Q2 2026.
Legacy Wealth Management (Idaho) bought 2,629 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $538K.
Invesco S&P 500 Equal Weight ETF made up 0.32% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #82 holding.
Legacy Wealth Management (Idaho) first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.