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

Modern 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	$6.08M	Buy	28,575 +3,185	+13%	+$652K	0.07%	238
2026 Q1	$4.89M	Sell	25,390 -2,183	-8%	-$433K	0.08%	202
2025 Q4	$5.28M	Sell	27,573 -2,393	-8%	-$454K	0.1%	187
2025 Q3	$5.68M	Sell	29,966 -3,624	-11%	-$675K	0.11%	174
2025 Q2	$6.1M	Buy	33,590 +1,401	+4%	+$242K	0.15%	142
2025 Q1	$5.58M	Sell	32,189 -872	-3%	-$155K	0.18%	114
2024 Q4	$5.79M	Buy	33,061 +2,612	+9%	+$472K	0.22%	94
2024 Q3	$5.46M	Buy	30,449 +4,223	+16%	+$721K	0.33%	58
2024 Q2	$4.31M	Sell	26,226 -192	-0.7%	-$31.6K	0.32%	49
2024 Q1	$4.47M	Sell	26,418 -4,998	-16%	-$803K	0.42%	37
2023 Q4	$4.96M	Buy	+31,416	New	+$4.56M	0.63%	26

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

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

Modern Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 13% in Q2 2026, buying an estimated $652K and bringing the position to 28,575 shares worth $6.08M. The position accounts for 0.07% of the portfolio, ranked #238.

Modern Wealth Management first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.1M in Q2 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Modern Wealth Management held 28,575 shares of Invesco S&P 500 Equal Weight ETF worth $6.08M as of Q2 2026.
Modern Wealth Management bought 3,185 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $652K.
Invesco S&P 500 Equal Weight ETF made up 0.07% of Modern Wealth Management's portfolio in Q2 2026, its #238 holding.
Modern Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $6.1M in Q2 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.