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

Linscomb 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	$220K	Sell	1,034 -48	-4%	-$9.82K	0.01%	302
2026 Q1	$208K	Buy	+1,082	New	+$214K	0.01%	329
2023 Q1	–	Sell	-1,818	Closed	-$257K	–	311
2022 Q4	$257K	Hold	1,818	–	–	0.01%	304
2022 Q3	$231K	Hold	1,818	–	–	0.01%	264
2022 Q2	$244K	Sell	1,818 -5	-0.3%	-$732	0.01%	268
2022 Q1	$288K	Hold	1,823	–	–	0.01%	295
2021 Q4	$297K	Sell	1,823 -4	-0.2%	-$632	0.01%	275
2021 Q3	$274K	Sell	1,827 -7	-0.4%	-$1.07K	0.01%	282
2021 Q2	$276K	Sell	1,834 -58	-3%	-$8.63K	0.01%	281
2021 Q1	$268K	Sell	1,892 -121	-6%	-$16.3K	0.01%	281
2020 Q4	$257K	Hold	2,013	–	–	0.02%	274
2020 Q3	$218K	Sell	2,013 -92	-4%	-$9.93K	0.02%	272
2020 Q2	$214K	Buy	+2,105	New	+$203K	0.02%	273
2017 Q1	–	Sell	-4,311	Closed	-$374K	–	258
2016 Q4	$374K	Hold	4,311	–	–	0.03%	191
2016 Q3	$360K	Hold	4,311	–	–	0.04%	186
2016 Q2	$346K	Hold	4,311	–	–	0.03%	189
2016 Q1	$339K	Buy	4,311 +12	+0.3%	+$882	0.04%	191
2015 Q4	$329K	Hold	4,299	–	–	0.04%	195
2015 Q3	$316K	Buy	4,299 +15	+0.4%	+$1.17K	0.04%	201
2015 Q2	$342K	Hold	4,284	–	–	0.04%	201
2015 Q1	$347K	Hold	4,284	–	–	0.04%	201
2014 Q4	$343K	Hold	4,284	–	–	0.04%	201
2014 Q3	$325K	Hold	4,284	–	–	0.04%	209
2014 Q2	$329K	Hold	4,284	–	–	0.03%	210
2014 Q1	$313K	Buy	4,284 +325	+8%	+$23.2K	0.03%	207
2013 Q4	$282K	Hold	3,959	–	–	0.03%	191
2013 Q3	$258K	Hold	3,959	–	–	0.03%	200
2013 Q2	$243K	Buy	+3,959	New	+$242K	0.03%	205

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

Linscomb Wealth's RSP Position: Q2 2026 in Review

Linscomb Wealth reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.4% in Q2 2026, selling an estimated $9.82K and leaving 1,034 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #302.

Linscomb Wealth first reported a position in RSP in Q2 2013 and has held it in 28 quarters since. The position peaked at $374K in Q4 2016. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Linscomb Wealth held 1,034 shares of Invesco S&P 500 Equal Weight ETF worth $220K as of Q2 2026.
Linscomb Wealth sold 48 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $9.82K.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Linscomb Wealth's portfolio in Q2 2026, its #302 holding.
Linscomb Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 28 quarters since.
Linscomb Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $374K in Q4 2016.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.