Nalls Sherbakoff Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Nalls Sherbakoff Group’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	$31.9K	Hold	150	–	–	0.02%	223
2026 Q1	$28.8K	Hold	150	–	–	0.02%	242
2025 Q4	$28.7K	Hold	150	–	–	0.02%	252
2025 Q3	$28.5K	Hold	150	–	–	0.02%	252
2025 Q2	$27.3K	Hold	150	–	–	0.02%	255
2025 Q1	$26K	Buy	+150	New	+$26.7K	0.02%	228
2023 Q4	$43.2K	Hold	274	–	–	0.04%	177
2023 Q3	$38.8K	Hold	274	–	–	0.04%	172
2023 Q2	$38.3K	Hold	274	–	–	0.04%	176
2023 Q1	$39.1K	Buy	+274	New	+$40.1K	0.04%	182
2018 Q4	$96K	Buy	+1,048	New	+$104K	0.15%	79

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

Nalls Sherbakoff Group's RSP Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 150 shares worth $31.9K. The position accounts for 0.02% of the portfolio, ranked #223.

Nalls Sherbakoff Group first reported a position in RSP in Q4 2018 and has held it in 11 quarters since. The position peaked at $96K in Q4 2018. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Nalls Sherbakoff Group held 150 shares of Invesco S&P 500 Equal Weight ETF worth $31.9K as of Q2 2026.
Nalls Sherbakoff Group left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #223 holding.
Nalls Sherbakoff Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Invesco S&P 500 Equal Weight ETF position peaked at $96K in Q4 2018.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.