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

Milestone Asset Management’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	$245K	Buy	+1,150	New	+$235K	0.04%	241
2026 Q1	–	Sell	-1,262	Closed	-$242K	–	254
2025 Q4	$242K	Buy	1,262 +59	+5%	+$11.2K	0.05%	194
2025 Q3	$228K	Sell	1,203 -1,161	-49%	-$216K	0.04%	206
2025 Q2	$430K	Buy	2,364 +68	+3%	+$11.7K	0.09%	155
2025 Q1	$398K	Sell	2,296 -10,313	-82%	-$1.83M	0.08%	163
2024 Q4	$2.21M	Buy	12,609 +2,072	+20%	+$375K	0.49%	53
2024 Q3	$1.89M	Buy	10,537 +3,526	+50%	+$602K	0.42%	50
2024 Q2	$1.15M	Buy	7,011 +618	+10%	+$102K	0.29%	70
2024 Q1	$1.08M	Buy	+6,393	New	+$1.03M	0.31%	73
2023 Q1	–	Sell	-12,567	Closed	-$1.88M	–	86
2022 Q4	$1.88M	Buy	+12,567	New	+$1.76M	1.12%	16

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's RSP Position: Q2 2026 in Review

Milestone Asset Management opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 1,150 shares worth $245K. The stake represents 0.04% of the portfolio and ranks #241 among its holdings. This is a return to the name: Milestone Asset Management previously reported a position in RSP as recently as Q4 2025.

Milestone Asset Management first reported a position in RSP in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.21M in Q4 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Milestone Asset Management held 1,150 shares of Invesco S&P 500 Equal Weight ETF worth $245K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Milestone Asset Management position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Milestone Asset Management's portfolio in Q2 2026, its #241 holding.
Milestone Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 10 quarters since.
Milestone Asset Management's Invesco S&P 500 Equal Weight ETF position peaked at $2.21M 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 Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.