Mount Yale Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Mount Yale Investment 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	$3.71M	Sell	17,455 -1,119	-6%	-$229K	0.07%	272
2026 Q1	$3.56M	Buy	18,574 +7,613	+69%	+$1.51M	0.08%	245
2025 Q4	$2.1M	Buy	10,961 +1,765	+19%	+$335K	0.1%	184
2025 Q3	$1.74M	Buy	+9,196	New	+$1.71M	0.12%	181

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

Mount Yale Investment Advisors's RSP Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6% in Q2 2026, selling an estimated $229K and leaving 17,455 shares worth $3.71M. The position accounts for 0.07% of the portfolio, ranked #272.

Mount Yale Investment Advisors first reported a position in RSP in Q3 2025 and has held it in 4 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Mount Yale Investment Advisors held 17,455 shares of Invesco S&P 500 Equal Weight ETF worth $3.71M as of Q2 2026.
Mount Yale Investment Advisors sold 1,119 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $229K.
Invesco S&P 500 Equal Weight ETF made up 0.07% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #272 holding.
Mount Yale Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and has held it in 4 quarters since.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.