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

MMA 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	$1.31M	Buy	6,177 +1,046	+20%	+$214K	0.42%	51
2026 Q1	$985K	Buy	5,131 +458	+10%	+$90.8K	0.35%	60
2025 Q4	$895K	Sell	4,673 -87	-2%	-$16.5K	0.32%	65
2025 Q3	$903K	Buy	4,760 +305	+7%	+$56.8K	0.3%	68
2025 Q2	$810K	Buy	4,455 +88	+2%	+$15.2K	0.31%	67
2025 Q1	$756K	Buy	+4,367	New	+$777K	0.32%	56

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

MMA Asset Management's RSP Position: Q2 2026 in Review

MMA Asset Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 20% in Q2 2026, buying an estimated $214K and bringing the position to 6,177 shares worth $1.31M. The position accounts for 0.42% of the portfolio, ranked #51.

MMA Asset Management first reported a position in RSP in Q1 2025 and has held it in 6 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

MMA Asset Management held 6,177 shares of Invesco S&P 500 Equal Weight ETF worth $1.31M as of Q2 2026.
MMA Asset Management bought 1,046 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $214K.
Invesco S&P 500 Equal Weight ETF made up 0.42% of MMA Asset Management's portfolio in Q2 2026, its #51 holding.
MMA Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.