Means Investment Company’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Means Investment Company’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	–	Sell	-913	Closed	-$175K	–	225
2026 Q1	$175K	Buy	+913	New	+$181K	0.02%	197
2023 Q4	–	Sell	-1,608	Closed	-$228K	–	198
2023 Q3	$228K	Sell	1,608 -1	-0.1%	-$149	0.04%	184
2023 Q2	$241K	Sell	1,609 -10	-0.6%	-$1.44K	0.04%	179
2023 Q1	$234K	Sell	1,619 -91	-5%	-$13.3K	0.04%	175
2022 Q4	$242K	Sell	1,710 -416	-20%	-$58.2K	0.05%	174
2022 Q3	$271K	Buy	2,126 +281	+15%	+$39.6K	0.06%	158
2022 Q2	$248K	Buy	+1,845	New	+$270K	0.05%	166

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

Means Investment Company's RSP Position: Q2 2026 in Review

Means Investment Company sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 913 shares — an estimated $175K sold.

Means Investment Company first reported a position in RSP in Q2 2022 and held it in 7 quarters. The position peaked at $271K in Q3 2022. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Means Investment Company reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
Means Investment Company sold 913 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $175K.
Means Investment Company first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and held it in 7 quarters.
Means Investment Company's Invesco S&P 500 Equal Weight ETF position peaked at $271K in Q3 2022.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.