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

Merkkuri 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	$2.37M	Sell	11,122 -743	-6%	-$152K	1.47%	23
2026 Q1	$2.28M	Buy	11,865 +54	+0.5%	+$10.7K	1.51%	20
2025 Q4	$2.26M	Sell	11,811 -3,281	-22%	-$623K	1.54%	18
2025 Q3	$2.86M	Sell	15,092 -2,687	-15%	-$501K	2.08%	12
2025 Q2	$3.23M	Sell	17,779 -952	-5%	-$164K	2.45%	11
2025 Q1	$3.24M	Sell	18,731 -3,101	-14%	-$551K	2.78%	10
2024 Q4	$3.83M	Sell	21,832 -513	-2%	-$92.8K	3.03%	10
2024 Q3	$4M	Sell	22,345 -299	-1%	-$51.1K	3.16%	9
2024 Q2	$3.72M	Buy	+22,644	New	+$3.72M	3.42%	8

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

Merkkuri Wealth Advisors's RSP Position: Q2 2026 in Review

Merkkuri Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.3% in Q2 2026, selling an estimated $152K and leaving 11,122 shares worth $2.37M. The position accounts for 1.47% of the portfolio, ranked #23.

Merkkuri Wealth Advisors first reported a position in RSP in Q2 2024 and has held it in 9 quarters since. The position peaked at $4M in Q3 2024. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Merkkuri Wealth Advisors held 11,122 shares of Invesco S&P 500 Equal Weight ETF worth $2.37M as of Q2 2026.
Merkkuri Wealth Advisors sold 743 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $152K.
Invesco S&P 500 Equal Weight ETF made up 1.47% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Merkkuri Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $4M in Q3 2024.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.