Mosaic Family Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Mosaic Family Wealth Partners’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	$2.24M	Buy	10,551 +3,643	+53%	+$746K	0.15%	109
2026 Q1	$1.33M	Buy	6,908 +2,466	+56%	+$489K	0.14%	94
2025 Q4	$851K	Buy	4,442 +83	+2%	+$15.8K	0.09%	105
2025 Q3	$825K	Sell	4,359 -1,598	-27%	-$298K	0.1%	100
2025 Q2	$1.08M	Buy	5,957 +179	+3%	+$30.9K	0.14%	76
2025 Q1	$1M	Sell	5,778 -145	-2%	-$25.8K	0.14%	79
2024 Q4	$1.04M	Buy	5,923 +358	+6%	+$64.7K	0.15%	74
2024 Q3	$997K	Buy	5,565 +81	+1%	+$13.8K	0.15%	81
2024 Q2	$901K	Buy	5,484 +509	+10%	+$83.7K	0.14%	84
2024 Q1	$843K	Buy	4,975 +172	+4%	+$27.6K	0.14%	86
2023 Q4	$758K	Sell	4,803 -106	-2%	-$15.4K	0.13%	90
2023 Q3	$696K	Sell	4,909 -347	-7%	-$51.8K	0.14%	87
2023 Q2	$787K	Buy	5,256 +476	+10%	+$68.6K	0.15%	85
2023 Q1	$691K	Buy	4,780 +159	+3%	+$23.3K	0.14%	86
2022 Q4	$653K	Buy	+4,621	New	+$646K	0.18%	83

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

Mosaic Family Wealth Partners's RSP Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 53% in Q2 2026, buying an estimated $746K and bringing the position to 10,551 shares worth $2.24M. The position accounts for 0.15% of the portfolio, ranked #109.

Mosaic Family Wealth Partners first reported a position in RSP in Q4 2022 and has held it in 15 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Mosaic Family Wealth Partners held 10,551 shares of Invesco S&P 500 Equal Weight ETF worth $2.24M as of Q2 2026.
Mosaic Family Wealth Partners bought 3,643 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $746K.
Invesco S&P 500 Equal Weight ETF made up 0.15% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #109 holding.
Mosaic Family Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.