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Milestone Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Milestone Investment 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 		$5.83M Sell
27,382
-55
-0.2% -$11.3K 1.26% 26
2026
Q1 		$5.27M Buy
27,437
+313
+1% +$62K 1.27% 27
2025
Q4 		$5.2M Sell
27,124
-195
-0.7% -$37K 1.26% 26
2025
Q3 		$5.18M Sell
27,319
-234
-0.8% -$43.6K 1.29% 26
2025
Q2 		$5.01M Sell
27,553
-1,310
-5% -$226K 1.31% 25
2025
Q1 		$5M Sell
28,863
-251
-0.9% -$44.6K 1.39% 24
2024
Q4 		$5.1M Sell
29,114
-555
-2% -$100K 1.39% 22
2024
Q3 		$5.32M Sell
29,669
-314
-1% -$53.6K 1.49% 20
2024
Q2 		$4.93M Hold
29,983
– – 1.31% 22
2024
Q1 		$5.08M Sell
29,983
-305
-1% -$49K 1.37% 20
2023
Q4 		$4.78M Sell
30,288
-43
-0.1% -$6.25K 1.39% 21
2023
Q3 		$4.3M Buy
30,331
+2,974
+11% +$444K 1.22% 21
2023
Q2 		$4.09M Sell
27,357
-4,590
-14% -$661K 1.27% 21
2023
Q1 		$4.62M Buy
31,947
+767
+2% +$112K 1.43% 19
2022
Q4 		$4.4M Buy
+31,180
New +$4.36M 1.54% 20

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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 Investment Advisors's RSP Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.2% in Q2 2026, selling an estimated $11.3K and leaving 27,382 shares worth $5.83M. The position accounts for 1.26% of the portfolio, ranked #26.

Milestone Investment Advisors first reported a position in RSP in Q4 2022 and has held it in 15 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Milestone Investment Advisors held 27,382 shares of Invesco S&P 500 Equal Weight ETF worth $5.83M as of Q2 2026.
  • Milestone Investment Advisors sold 55 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $11.3K.
  • Invesco S&P 500 Equal Weight ETF made up 1.26% of Milestone Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Milestone Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.