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

Moran 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	$44.2M	Sell	207,812 -9,737	-4%	-$1.99M	1.21%	7
2026 Q1	$41.8M	Buy	217,549 +212,819	+4,499%	+$42.2M	1.28%	6
2025 Q4	$906K	Sell	4,730 -77,527	-94%	-$14.7M	0.03%	361
2025 Q3	$15.6M	Sell	82,257 -93,037	-53%	-$17.3M	0.47%	66
2025 Q2	$31.9M	Sell	175,294 -363	-0.2%	-$62.7K	0.98%	16
2025 Q1	$30.4M	Sell	175,657 -3,838	-2%	-$682K	1.02%	16
2024 Q4	$31.5M	Buy	179,495 +1,934	+1%	+$350K	1%	17
2024 Q3	$31.8M	Buy	177,561 +78,089	+79%	+$13.3M	0.98%	16
2024 Q2	$16.3M	Buy	+99,472	New	+$16.4M	0.54%	61
2024 Q1	–	Sell	-5,973	Closed	-$943K	–	443
2023 Q4	$943K	Buy	+5,973	New	+$868K	0.03%	307

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

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

Moran Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.5% in Q2 2026, selling an estimated $1.99M and leaving 207,812 shares worth $44.2M. The position accounts for 1.21% of the portfolio, ranked #7.

Moran Wealth Management first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. 2,301 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Moran Wealth Management held 207,812 shares of Invesco S&P 500 Equal Weight ETF worth $44.2M as of Q2 2026.
Moran Wealth Management sold 9,737 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.99M.
Invesco S&P 500 Equal Weight ETF made up 1.21% of Moran Wealth Management's portfolio in Q2 2026, its #7 holding.
Moran Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
2,301 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.