Moss Adams Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Moss Adams Wealth 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	$2.55M	Hold	11,962	–	–	0.16%	45
2026 Q1	$2.3M	Sell	11,962 -35,857	-75%	-$7.11M	0.17%	45
2025 Q4	$9.16M	Sell	47,819 -61	-0.1%	-$11.6K	0.66%	20
2025 Q3	$9.08M	Sell	47,880 -120	-0.3%	-$22.4K	0.71%	19
2025 Q2	$8.72M	Sell	48,000 -165	-0.3%	-$28.5K	0.79%	17
2025 Q1	$8.34M	Sell	48,165 -1,736	-3%	-$309K	0.88%	15
2024 Q4	$8.74M	Sell	49,901 -1,646	-3%	-$298K	0.92%	15
2024 Q3	$9.24M	Sell	51,547 -129	-0.2%	-$22K	1.01%	14
2024 Q2	$8.49M	Sell	51,676 -109	-0.2%	-$17.9K	1.17%	13
2024 Q1	$8.77M	Sell	51,785 -8,392	-14%	-$1.35M	1.41%	11
2023 Q4	$9.5M	Sell	60,177 -133	-0.2%	-$19.3K	1.98%	11
2023 Q3	$8.55M	Buy	60,310 +51	+0.1%	+$7.62K	2.92%	7
2023 Q2	$9.02M	Sell	60,259 -819	-1%	-$118K	2.94%	6
2023 Q1	$8.83M	Sell	61,078 -751	-1%	-$110K	3.01%	6
2022 Q4	$8.73M	Buy	+61,829	New	+$8.65M	4.37%	5

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

Moss Adams Wealth Advisors's RSP Position: Q2 2026 in Review

Moss Adams Wealth Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 11,962 shares worth $2.55M. The position accounts for 0.16% of the portfolio, ranked #45.

Moss Adams Wealth Advisors first reported a position in RSP in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.5M in Q4 2023. 2,320 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Moss Adams Wealth Advisors held 11,962 shares of Invesco S&P 500 Equal Weight ETF worth $2.55M as of Q2 2026.
Moss Adams Wealth 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 0.16% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Moss Adams Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
Moss Adams Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $9.5M in Q4 2023.
2,320 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.