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

Mattern 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	$265K	Buy	1,244 +8	+0.6%	+$1.64K	0.04%	156
2026 Q1	$237K	Hold	1,236	–	–	0.05%	140
2025 Q4	$237K	Hold	1,236	–	–	0.05%	138
2025 Q3	$234K	Hold	1,236	–	–	0.05%	140
2025 Q2	$225K	Hold	1,236	–	–	0.05%	144
2025 Q1	$214K	Hold	1,236	–	–	0.05%	161
2024 Q4	$217K	Buy	+1,236	New	+$223K	0.05%	159

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

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

Mattern Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.65% in Q2 2026, buying an estimated $1.64K and bringing the position to 1,244 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #156.

Mattern Wealth Management first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Mattern Wealth Management held 1,244 shares of Invesco S&P 500 Equal Weight ETF worth $265K as of Q2 2026.
Mattern Wealth Management bought 8 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.64K.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Mattern Wealth Management's portfolio in Q2 2026, its #156 holding.
Mattern Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.