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

Muirfield 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	$16.1M	Buy	75,902 +9	+0%	+$1.84K	10.54%	1
2026 Q1	$14.6M	Sell	75,893 -1,105	-1%	-$219K	10.72%	1
2025 Q4	$14.7M	Sell	76,998 -1,487	-2%	-$282K	10.82%	1
2025 Q3	$14.9M	Buy	78,485 +1,073	+1%	+$200K	11.04%	1
2025 Q2	$14.1M	Buy	77,412 +36	+0%	+$6.21K	11.2%	1
2025 Q1	$13.4M	Sell	77,376 -617	-0.8%	-$110K	11.38%	1
2024 Q4	$13.7M	Sell	77,993 -987	-1%	-$178K	11.27%	1
2024 Q3	$14.2M	Buy	78,980 +1,009	+1%	+$172K	12.02%	1
2024 Q2	$12.8M	Buy	77,971 +3,178	+4%	+$523K	12.02%	1
2024 Q1	$12.7M	Buy	74,793 +3,110	+4%	+$499K	12.21%	1
2023 Q4	$11.3M	Buy	+71,683	New	+$10.4M	11.99%	1

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

Muirfield Wealth Advisors's RSP Position: Q2 2026 in Review

Muirfield Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.01% in Q2 2026, buying an estimated $1.84K and bringing the position to 75,902 shares worth $16.1M. The position accounts for 10.54% of the portfolio, ranked #1.

Muirfield Wealth Advisors first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. 2,318 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Muirfield Wealth Advisors held 75,902 shares of Invesco S&P 500 Equal Weight ETF worth $16.1M as of Q2 2026.
Muirfield Wealth Advisors bought 9 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.84K.
Invesco S&P 500 Equal Weight ETF made up 10.54% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Muirfield Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
2,318 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.