Milestone Asset Management Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Milestone Asset Management 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	$2.54M	Sell	11,919 -167	-1%	-$34.2K	1.28%	26
2026 Q1	$2.32M	Buy	12,086 +512	+4%	+$101K	1.36%	27
2025 Q4	$2.22M	Buy	11,574 +1,089	+10%	+$207K	1.25%	26
2025 Q3	$1.99M	Buy	10,485 +270	+3%	+$50.3K	1.25%	25
2025 Q2	$1.86M	Buy	10,215 +87	+0.9%	+$15K	1.37%	24
2025 Q1	$1.75M	Buy	10,128 +739	+8%	+$131K	1.59%	19
2024 Q4	$1.65M	Buy	+9,389	New	+$1.7M	1.47%	24

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

Milestone Asset Management Group's RSP Position: Q2 2026 in Review

Milestone Asset Management Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.4% in Q2 2026, selling an estimated $34.2K and leaving 11,919 shares worth $2.54M. The position accounts for 1.28% of the portfolio, ranked #26.

Milestone Asset Management Group first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Milestone Asset Management Group held 11,919 shares of Invesco S&P 500 Equal Weight ETF worth $2.54M as of Q2 2026.
Milestone Asset Management Group sold 167 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $34.2K.
Invesco S&P 500 Equal Weight ETF made up 1.28% of Milestone Asset Management Group's portfolio in Q2 2026, its #26 holding.
Milestone Asset Management Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.