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

Mission 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	$1.05M	Buy	4,918 +2,047	+71%	+$419K	0.01%	462
2026 Q1	$551K	Hold	2,871	–	–	0.01%	469
2025 Q4	$550K	Buy	2,871 +56	+2%	+$10.6K	0.01%	469
2025 Q3	$534K	Sell	2,815 -150	-5%	-$28K	0.01%	471
2025 Q2	$539K	Buy	+2,965	New	+$512K	0.01%	459
2024 Q4	–	Sell	-1,253	Closed	-$224K	–	714
2024 Q3	$224K	Buy	+1,253	New	+$214K	0.01%	611

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

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

Mission Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 71% in Q2 2026, buying an estimated $419K and bringing the position to 4,918 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #462.

Mission Wealth Management first reported a position in RSP in Q3 2024 and has held it in 6 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Mission Wealth Management held 4,918 shares of Invesco S&P 500 Equal Weight ETF worth $1.05M as of Q2 2026.
Mission Wealth Management bought 2,047 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $419K.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #462 holding.
Mission Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 6 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.