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

LongView 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	$662K	Sell	3,113 -595	-16%	-$122K	0.17%	110
2026 Q1	$740K	Buy	3,708 +411	+12%	+$81.4K	0.19%	109
2025 Q4	$652K	Buy	3,297 +9	+0.3%	+$1.71K	0.16%	120
2025 Q3	$624K	Sell	3,288 -1,190	-27%	-$222K	0.17%	109
2025 Q2	$814K	Sell	4,478 -16	-0.4%	-$2.76K	0.25%	83
2025 Q1	$779K	Sell	4,494 -20	-0.4%	-$3.56K	0.23%	87
2024 Q4	$791K	Sell	4,514 -313	-6%	-$56.6K	0.24%	84
2024 Q3	$865K	Sell	4,827 -12	-0.2%	-$2.05K	0.28%	76
2024 Q2	$795K	Sell	4,839 -297	-6%	-$48.9K	0.29%	74
2024 Q1	$870K	Buy	5,136 +121	+2%	+$19.4K	0.34%	62
2023 Q4	$785K	Buy	+5,015	New	+$729K	0.35%	65

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

LongView Wealth Management's RSP Position: Q2 2026 in Review

LongView Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 16% in Q2 2026, selling an estimated $122K and leaving 3,113 shares worth $662K. The position accounts for 0.17% of the portfolio, ranked #110.

LongView Wealth Management first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $870K in Q1 2024. 423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

LongView Wealth Management held 3,113 shares of Invesco S&P 500 Equal Weight ETF worth $662K as of Q2 2026.
LongView Wealth Management sold 595 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $122K.
Invesco S&P 500 Equal Weight ETF made up 0.17% of LongView Wealth Management's portfolio in Q2 2026, its #110 holding.
LongView Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $870K in Q1 2024.
423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.