N.E.W. Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

N.E.W. Advisory Services’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	$182K	Buy	857 +46	+6%	+$9.41K	0.01%	228
2026 Q1	$156K	Buy	811 +14	+2%	+$2.77K	0.01%	239
2025 Q4	$153K	Buy	797 +1	+0.1%	+$190	0.01%	236
2025 Q3	$151K	Sell	796 -15	-2%	-$2.79K	0.01%	208
2025 Q2	$147K	Sell	811 -132	-14%	-$22.8K	0.01%	209
2025 Q1	$163K	Buy	+943	New	+$168K	0.01%	224

Other funds holding RSP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

N.E.W. Advisory Services's RSP Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.7% in Q2 2026, buying an estimated $9.41K and bringing the position to 857 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #228.

N.E.W. Advisory Services first reported a position in RSP in Q1 2025 and has held it in 6 quarters since. 1,787 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

N.E.W. Advisory Services held 857 shares of Invesco S&P 500 Equal Weight ETF worth $182K as of Q2 2026.
N.E.W. Advisory Services bought 46 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $9.41K.
Invesco S&P 500 Equal Weight ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #228 holding.
N.E.W. Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
1,787 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.