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MinichMacGregor Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

MinichMacGregor Wealth 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 		$665K Buy
3,125
+75
+2% +$15.3K 0.1% 71
2026
Q1 		$585K Sell
3,050
-15
-0.5% -$2.97K 0.1% 68
2025
Q4 		$587K Buy
3,065
+31
+1% +$5.88K 0.11% 68
2025
Q3 		$575K Buy
3,034
+96
+3% +$17.9K 0.11% 71
2025
Q2 		$534K Sell
2,938
-536
-15% -$92.5K 0.11% 66
2025
Q1 		$602K Buy
3,474
+18
+0.5% +$3.2K 0.13% 61
2024
Q4 		$606K Buy
3,456
+478
+16% +$86.4K 0.13% 66
2024
Q3 		$534K Buy
2,978
+89
+3% +$15.2K 0.11% 64
2024
Q2 		$475K Sell
2,889
-11
-0.4% -$1.81K 0.12% 64
2024
Q1 		$488K Sell
2,900
-137
-5% -$22K 0.12% 66
2023
Q4 		$479K Sell
3,037
-24,248
-89% -$3.52M 0.14% 56
2023
Q3 		$3.87M Buy
27,285
+356
+1% +$53.2K 1.28% 26
2023
Q2 		$4.03M Sell
26,929
-129,467
-83% -$18.6M 1.26% 26
2023
Q1 		$22.6M Buy
156,396
+659
+0.4% +$96.5K 7.49% 1
2022
Q4 		$22M Buy
155,737
+870
+0.6% +$122K 7.94% 1
2022
Q3 		$19.7M Sell
154,867
-24,431
-14% -$3.45M 7.87% 1
2022
Q2 		$24.1M Buy
179,298
+33,317
+23% +$4.87M 9.91% 1
2022
Q1 		$23M Sell
145,981
-3,463
-2% -$540K 7.36% 2
2021
Q4 		$24.3M Buy
149,444
+26,967
+22% +$4.26M 7.4% 1
2021
Q3 		$18.3M Buy
122,477
+2,398
+2% +$367K 6.18% 2
2021
Q2 		$18.1M Buy
120,079
+2,554
+2% +$380K 6.34% 2
2021
Q1 		$16.6M Buy
117,525
+19,770
+20% +$2.67M 6.22% 2
2020
Q4 		$12.5M Buy
97,755
+51,263
+110% +$6.1M 5.08% 3
2020
Q3 		$5.03M Buy
46,492
+1,203
+3% +$130K 2.37% 18
2020
Q2 		$4.61M Buy
+45,289
New +$4.37M 2.55% 11
2020
Q1 		– Sell
-45,254
Closed -$5.24M – 106
2019
Q4 		$5.24M Buy
45,254
+3,673
+9% +$408K 2.92% 15
2019
Q3 		$4.49M Sell
41,581
-6,168
-13% -$662K 3.04% 14
2019
Q2 		$5.18M Buy
47,749
+2,665
+6% +$282K 3.62% 13
2019
Q1 		$4.77M Buy
+45,084
New +$4.55M 3.58% 13
2018
Q4 		– Sell
-46,526
Closed -$4.97M – 422
2018
Q3 		$4.97M Sell
46,526
-135
-0.3% -$14.3K 3.28% 14
2018
Q2 		$4.75M Buy
+46,661
New +$4.73M 3.38% 14

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MinichMacGregor Wealth Management's RSP Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.5% in Q2 2026, buying an estimated $15.3K and bringing the position to 3,125 shares worth $665K. The position accounts for 0.1% of the portfolio, ranked #71.

MinichMacGregor Wealth Management first reported a position in RSP in Q2 2018 and has held it in 31 quarters since. The position peaked at $24.3M in Q4 2021. 1,089 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • MinichMacGregor Wealth Management held 3,125 shares of Invesco S&P 500 Equal Weight ETF worth $665K as of Q2 2026.
  • MinichMacGregor Wealth Management bought 75 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $15.3K.
  • Invesco S&P 500 Equal Weight ETF made up 0.1% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #71 holding.
  • MinichMacGregor Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and has held it in 31 quarters since.
  • MinichMacGregor Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $24.3M in Q4 2021.
  • 1,089 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.