Midwest Trust’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Midwest Trust’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	$1.82M	Sell	8,561 -109	-1%	-$22.3K	0.02%	306
2026 Q1	$1.66M	Sell	8,670 -67	-0.8%	-$13.3K	0.02%	307
2025 Q4	$1.67M	Buy	8,737 +1,334	+18%	+$253K	0.02%	299
2025 Q3	$1.4M	Buy	7,403 +489	+7%	+$91.1K	0.02%	309
2025 Q2	$1.26M	Buy	+6,914	New	+$1.19M	0.02%	316

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

Midwest Trust's RSP Position: Q2 2026 in Review

Midwest Trust reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.3% in Q2 2026, selling an estimated $22.3K and leaving 8,561 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #306.

Midwest Trust first reported a position in RSP in Q2 2025 and has held it in 5 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Midwest Trust held 8,561 shares of Invesco S&P 500 Equal Weight ETF worth $1.82M as of Q2 2026.
Midwest Trust sold 109 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $22.3K.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Midwest Trust's portfolio in Q2 2026, its #306 holding.
Midwest Trust first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.