Measured Wealth Private Client Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Measured Wealth Private Client Group’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	$17.6M	Sell	82,579 -2,906	-3%	-$595K	4.25%	4
2026 Q1	$16.4M	Sell	85,485 -647	-0.8%	-$128K	4.48%	6
2025 Q4	$16.5M	Sell	86,132 -63,970	-43%	-$12.1M	4.36%	8
2025 Q3	$28.5M	Buy	150,102 +4,923	+3%	+$917K	7.67%	2
2025 Q2	$26.4M	Buy	145,179 +2,838	+2%	+$490K	7.9%	2
2025 Q1	$24.7M	Sell	142,341 -37,586	-21%	-$6.68M	7.92%	2
2024 Q4	$31.5M	Buy	179,927 +9,137	+5%	+$1.65M	10.19%	1
2024 Q3	$30.6M	Buy	+170,790	New	+$29.2M	10.23%	1
2021 Q4	–	Sell	-1,431	Closed	-$214K	–	163
2021 Q3	$214K	Sell	1,431 -250	-15%	-$38.3K	0.08%	152
2021 Q2	$253K	Buy	1,681 +154	+10%	+$22.9K	0.08%	152
2021 Q1	$216K	Sell	1,527 -218	-12%	-$29.4K	0.08%	148
2020 Q4	$223K	Buy	+1,745	New	+$208K	0.09%	125
2018 Q4	–	Sell	-1,231	Closed	-$131K	–	569
2018 Q3	$131K	Buy	+1,231	New	+$130K	0.08%	197

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

Measured Wealth Private Client Group's RSP Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.4% in Q2 2026, selling an estimated $595K and leaving 82,579 shares worth $17.6M. The position accounts for 4.25% of the portfolio, ranked #4.

Measured Wealth Private Client Group first reported a position in RSP in Q3 2018 and has held it in 13 quarters since. The position peaked at $31.5M in Q4 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Measured Wealth Private Client Group held 82,579 shares of Invesco S&P 500 Equal Weight ETF worth $17.6M as of Q2 2026.
Measured Wealth Private Client Group sold 2,906 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $595K.
Invesco S&P 500 Equal Weight ETF made up 4.25% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #4 holding.
Measured Wealth Private Client Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2018 and has held it in 13 quarters since.
Measured Wealth Private Client Group's Invesco S&P 500 Equal Weight ETF position peaked at $31.5M in Q4 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.