Mogy Joel R Investment Counsel’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Mogy Joel R Investment Counsel’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	$264K	Hold	1,240	–	–	0.02%	96
2026 Q1	$238K	Hold	1,240	–	–	0.01%	93
2025 Q4	$238K	Hold	1,240	–	–	0.01%	93
2025 Q3	$235K	Hold	1,240	–	–	0.01%	95
2025 Q2	$225K	Hold	1,240	–	–	0.01%	94
2025 Q1	$215K	Sell	1,240 -590	-32%	-$105K	0.01%	92
2024 Q4	$321K	Hold	1,830	–	–	0.02%	89
2024 Q3	$328K	Hold	1,830	–	–	0.02%	90
2024 Q2	$301K	Hold	1,830	–	–	0.02%	87
2024 Q1	$310K	Buy	+1,830	New	+$294K	0.02%	90

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

Mogy Joel R Investment Counsel's RSP Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 1,240 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #96.

Mogy Joel R Investment Counsel first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. The position peaked at $328K in Q3 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Mogy Joel R Investment Counsel held 1,240 shares of Invesco S&P 500 Equal Weight ETF worth $264K as of Q2 2026.
Mogy Joel R Investment Counsel left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #96 holding.
Mogy Joel R Investment Counsel first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
Mogy Joel R Investment Counsel's Invesco S&P 500 Equal Weight ETF position peaked at $328K in Q3 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.