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Morris Financial Concepts’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Morris Financial Concepts’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 		$200K Buy
+942
New +$193K 0.06% 139
2024
Q4 		– Sell
-1,563
Closed -$280K – 194
2024
Q3 		$280K Buy
+1,563
New +$267K 0.12% 92

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Morris Financial Concepts's RSP Position: Q2 2026 in Review

Morris Financial Concepts opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 942 shares worth $200K. The stake represents 0.06% of the portfolio and ranks #139 among its holdings. This is a return to the name: Morris Financial Concepts previously reported a position in RSP as recently as Q3 2024.

Morris Financial Concepts first reported a position in RSP in Q3 2024 and has held it in 2 quarters since. The position peaked at $280K in Q3 2024. 2,320 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Morris Financial Concepts held 942 shares of Invesco S&P 500 Equal Weight ETF worth $200K as of Q2 2026.
  • Invesco S&P 500 Equal Weight ETF was a new Morris Financial Concepts position in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.06% of Morris Financial Concepts's portfolio in Q2 2026, its #139 holding.
  • Morris Financial Concepts first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 2 quarters since.
  • Morris Financial Concepts's Invesco S&P 500 Equal Weight ETF position peaked at $280K in Q3 2024.
  • 2,320 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.