Millstone Evans Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Millstone Evans 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	$579K	Sell	2,723 -8	-0.3%	-$1.64K	0.31%	55
2026 Q1	$524K	Sell	2,731 -16	-0.6%	-$3.17K	0.31%	63
2025 Q4	$526K	Buy	2,747 +1	+0%	+$190	0.31%	59
2025 Q3	$521K	Hold	2,746	–	–	0.33%	53
2025 Q2	$499K	Buy	2,746 +3	+0.1%	+$518	0.34%	55
2025 Q1	$475K	Buy	2,743 +16	+0.6%	+$2.85K	0.32%	60
2024 Q4	$478K	Buy	+2,727	New	+$493K	0.33%	63

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Millstone Evans Group's RSP Position: Q2 2026 in Review

Millstone Evans Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.29% in Q2 2026, selling an estimated $1.64K and leaving 2,723 shares worth $579K. The position accounts for 0.31% of the portfolio, ranked #55.

Millstone Evans Group first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,007 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Millstone Evans Group held 2,723 shares of Invesco S&P 500 Equal Weight ETF worth $579K as of Q2 2026.
Millstone Evans Group sold 8 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.64K.
Invesco S&P 500 Equal Weight ETF made up 0.31% of Millstone Evans Group's portfolio in Q2 2026, its #55 holding.
Millstone Evans Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,007 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.