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

MorganRosel 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	$466K	Hold	2,192	–	–	0.16%	83
2026 Q1	$421K	Sell	2,192 -1,080	-33%	-$214K	0.17%	82
2025 Q4	$627K	Sell	3,272 -569	-15%	-$108K	0.16%	80
2025 Q3	$729K	Sell	3,841 -266	-6%	-$49.6K	0.19%	79
2025 Q2	$746K	Hold	4,107	–	–	0.2%	72
2025 Q1	$711K	Sell	4,107 -338	-8%	-$60.1K	0.22%	68
2024 Q4	$779K	Hold	4,445	–	–	0.26%	71
2024 Q3	$796K	Hold	4,445	–	–	0.26%	65
2024 Q2	$730K	Sell	4,445 -2	-0%	-$329	0.26%	68
2024 Q1	$753K	Buy	4,447 +2	+0%	+$321	0.27%	67
2023 Q4	$701K	Buy	4,445 +293	+7%	+$42.6K	0.27%	62
2023 Q3	$588K	Sell	4,152 -58	-1%	-$8.66K	0.25%	67
2023 Q2	$630K	Hold	4,210	–	–	0.26%	67
2023 Q1	$609K	Sell	4,210 -322	-7%	-$47.2K	0.26%	68
2022 Q4	$640K	Buy	4,532 +2,336	+106%	+$327K	0.29%	67
2022 Q3	$280K	Sell	2,196 -18,761	-90%	-$2.65M	0.14%	83
2022 Q2	$2.81M	Buy	+20,957	New	+$3.07M	1.5%	18

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

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

MorganRosel Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 2,192 shares worth $466K. The position accounts for 0.16% of the portfolio, ranked #83.

MorganRosel Wealth Management first reported a position in RSP in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.81M in Q2 2022. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

MorganRosel Wealth Management held 2,192 shares of Invesco S&P 500 Equal Weight ETF worth $466K as of Q2 2026.
MorganRosel Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.16% of MorganRosel Wealth Management's portfolio in Q2 2026, its #83 holding.
MorganRosel Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and has held it in 17 quarters since.
MorganRosel Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $2.81M in Q2 2022.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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