Moneta Group Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Moneta Group Investment Advisors’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	$4.34M	Buy	20,405 +625	+3%	+$128K	0.03%	203
2026 Q1	$3.8M	Sell	19,780 -2,393	-11%	-$474K	0.03%	197
2025 Q4	$4.25M	Buy	22,173 +301	+1%	+$57.1K	0.03%	182
2025 Q3	$4.15M	Buy	21,872 +2,005	+10%	+$374K	0.03%	177
2025 Q2	$3.61M	Sell	19,867 -2,918	-13%	-$504K	0.04%	160
2025 Q1	$3.95M	Sell	22,785 -464	-2%	-$82.5K	0.05%	149
2024 Q4	$4.07M	Buy	23,249 +6,486	+39%	+$1.17M	0.06%	145
2024 Q3	$3M	Sell	16,763 -1,063	-6%	-$182K	0.04%	160
2024 Q2	$2.93M	Buy	17,826 +297	+2%	+$48.9K	0.05%	159
2024 Q1	$2.97M	Buy	17,529 +535	+3%	+$85.9K	0.05%	156
2023 Q4	$2.68M	Sell	16,994 -567	-3%	-$82.4K	0.05%	151
2023 Q3	$2.49M	Sell	17,561 -2,334	-12%	-$349K	0.06%	146
2023 Q2	$2.98M	Buy	19,895 +1,835	+10%	+$264K	0.07%	142
2023 Q1	$2.61M	Buy	18,060 +11,205	+163%	+$1.64M	0.06%	142
2022 Q4	$1.04M	Sell	6,855 -727	-10%	-$102K	0.03%	201
2022 Q3	$965K	Sell	7,582 -650	-8%	-$91.7K	0.04%	194
2022 Q2	$1.1M	Buy	8,232 +420	+5%	+$61.4K	0.04%	196
2022 Q1	$1.23M	Buy	7,812 +248	+3%	+$38.7K	0.05%	179
2021 Q4	$1.23M	Buy	7,564 +983	+15%	+$155K	0.05%	182
2021 Q3	$986K	Sell	6,581 -438	-6%	-$67.1K	0.05%	197
2021 Q2	$1.06M	Buy	7,019 +101	+1%	+$15K	0.05%	191
2021 Q1	$980K	Buy	6,918 +3,515	+103%	+$474K	0.05%	179
2020 Q4	$434K	Buy	3,403 +18	+0.5%	+$2.14K	0.03%	213
2020 Q3	$366K	Sell	3,385 -5	-0.1%	-$540	0.03%	202
2020 Q2	$345K	Sell	3,390 -2	-0.1%	-$193	0.03%	201
2020 Q1	$285K	Buy	+3,392	New	+$360K	0.03%	204

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

Moneta Group Investment Advisors's RSP Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.2% in Q2 2026, buying an estimated $128K and bringing the position to 20,405 shares worth $4.34M. The position accounts for 0.03% of the portfolio, ranked #203.

Moneta Group Investment Advisors first reported a position in RSP in Q1 2020 and has held it in 26 quarters since. 2,316 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Moneta Group Investment Advisors held 20,405 shares of Invesco S&P 500 Equal Weight ETF worth $4.34M as of Q2 2026.
Moneta Group Investment Advisors bought 625 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $128K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #203 holding.
Moneta Group Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2020 and has held it in 26 quarters since.
2,316 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.