Marshall & Sterling Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Marshall & Sterling Wealth Advisors’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	$5.73M	Buy	26,923 +22,238	+475%	+$4.55M	3.39%	6
2026 Q1	$899K	Sell	4,685 -2,456	-34%	-$487K	0.59%	38
2025 Q4	$1.37M	Sell	7,141 -34,492	-83%	-$6.55M	0.9%	27
2025 Q3	$7.87M	Buy	41,633 +141	+0.3%	+$26.3K	5.05%	4
2025 Q2	$7.52M	Buy	41,492 +1,015	+3%	+$175K	5.09%	4
2025 Q1	$7.01M	Buy	40,477 +1,297	+3%	+$231K	4.77%	4
2024 Q4	$6.87M	Buy	+39,180	New	+$7.08M	4.74%	5

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

Marshall & Sterling Wealth Advisors's RSP Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 475% in Q2 2026, buying an estimated $4.55M and bringing the position to 26,923 shares worth $5.73M. The position accounts for 3.39% of the portfolio, ranked #6.

Marshall & Sterling Wealth Advisors first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.87M in Q3 2025. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Marshall & Sterling Wealth Advisors held 26,923 shares of Invesco S&P 500 Equal Weight ETF worth $5.73M as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 22,238 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $4.55M.
Invesco S&P 500 Equal Weight ETF made up 3.39% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Marshall & Sterling Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $7.87M in Q3 2025.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.