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

Monument Group Wealth 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	$374K	Buy	1,867 +350	+23%	+$71.6K	0.18%	29
2026 Q1	$291K	Hold	1,517	–	–	0.16%	29
2025 Q4	$291K	Hold	1,517	–	–	0.16%	34
2025 Q3	$288K	Hold	1,517	–	–	0.17%	33
2025 Q2	$276K	Buy	1,517 +6	+0.4%	+$1.04K	0.17%	40
2025 Q1	$262K	Buy	1,511 +7	+0.5%	+$1.25K	0.18%	39
2024 Q4	$264K	Buy	1,504 +5	+0.3%	+$904	0.19%	40
2024 Q3	$269K	Buy	1,499 +5	+0.3%	+$854	0.16%	42
2024 Q2	$245K	Buy	1,494 +6	+0.4%	+$987	0.17%	41
2024 Q1	$252K	Buy	1,488 +7	+0.5%	+$1.12K	0.19%	41
2023 Q4	$234K	Buy	+1,481	New	+$215K	0.2%	40

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

Monument Group Wealth Advisors's RSP Position: Q2 2026 in Review

Monument Group Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 23% in Q2 2026, buying an estimated $71.6K and bringing the position to 1,867 shares worth $374K. The position accounts for 0.18% of the portfolio, ranked #29.

Monument Group Wealth Advisors first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. 2,316 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Monument Group Wealth Advisors held 1,867 shares of Invesco S&P 500 Equal Weight ETF worth $374K as of Q2 2026.
Monument Group Wealth Advisors bought 350 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $71.6K.
Invesco S&P 500 Equal Weight ETF made up 0.18% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Monument Group Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
2,316 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.