MPWM Advisory Solutions’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

MPWM Advisory Solutions’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	$357K	Sell	1,678 -418	-20%	-$85.5K	0.16%	79
2026 Q1	$402K	Buy	2,096 +901	+75%	+$179K	0.21%	68
2025 Q4	$229K	Buy	1,195 +530	+80%	+$101K	0.13%	82
2025 Q3	$126K	Buy	665 +136	+26%	+$25.3K	0.08%	103
2025 Q2	$96.1K	Sell	529 -1,557	-75%	-$269K	0.06%	111
2025 Q1	$361K	Buy	2,086 +1,367	+190%	+$243K	0.26%	49
2024 Q4	$126K	Buy	+719	New	+$130K	0.09%	90

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

MPWM Advisory Solutions's RSP Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 20% in Q2 2026, selling an estimated $85.5K and leaving 1,678 shares worth $357K. The position accounts for 0.16% of the portfolio, ranked #79.

MPWM Advisory Solutions first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $402K in Q1 2026. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

MPWM Advisory Solutions held 1,678 shares of Invesco S&P 500 Equal Weight ETF worth $357K as of Q2 2026.
MPWM Advisory Solutions sold 418 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $85.5K.
Invesco S&P 500 Equal Weight ETF made up 0.16% of MPWM Advisory Solutions's portfolio in Q2 2026, its #79 holding.
MPWM Advisory Solutions first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's Invesco S&P 500 Equal Weight ETF position peaked at $402K in Q1 2026.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.