Morling Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Morling Financial 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	$87K	Hold	409	–	–	0.02%	98
2026 Q1	$78.5K	Hold	409	–	–	0.02%	90
2025 Q4	$78.3K	Hold	409	–	–	0.02%	84
2025 Q3	$77.6K	Hold	409	–	–	0.03%	81
2025 Q2	$74.3K	Hold	409	–	–	0.02%	82
2025 Q1	$70.9K	Hold	409	–	–	0.02%	96
2024 Q4	$71.7K	Hold	409	–	–	0.03%	89
2024 Q3	$73.3K	Hold	409	–	–	0.03%	79
2024 Q2	$67.2K	Hold	409	–	–	0.03%	71
2024 Q1	$69.3K	Buy	+409	New	+$65.7K	0.04%	81

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

Morling Financial Advisors's RSP Position: Q2 2026 in Review

Morling Financial Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 409 shares worth $87K. The position accounts for 0.02% of the portfolio, ranked #98.

Morling Financial Advisors first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Morling Financial Advisors held 409 shares of Invesco S&P 500 Equal Weight ETF worth $87K as of Q2 2026.
Morling Financial Advisors 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 Morling Financial Advisors's portfolio in Q2 2026, its #98 holding.
Morling Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.