National Wealth Management Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

National Wealth Management 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	$859K	Buy	4,039 +1,175	+41%	+$240K	0.27%	87
2026 Q1	$550K	Buy	2,864 +1,547	+117%	+$307K	0.2%	101
2025 Q4	$252K	Sell	1,317 -2,486	-65%	-$472K	0.09%	205
2025 Q3	$722K	Buy	3,803 +665	+21%	+$124K	0.27%	81
2025 Q2	$570K	Sell	3,138 -538	-15%	-$92.9K	0.32%	77
2025 Q1	$637K	Sell	3,676 -380	-9%	-$67.6K	0.42%	57
2024 Q4	$711K	Sell	4,056 -1,286	-24%	-$233K	0.47%	48
2024 Q3	$957K	Buy	5,342 +2,956	+124%	+$505K	0.65%	34
2024 Q2	$392K	Sell	2,386 -359	-13%	-$59.1K	0.3%	78
2024 Q1	$465K	Sell	2,745 -292	-10%	-$46.9K	0.36%	73
2023 Q4	$479K	Buy	+3,037	New	+$441K	0.46%	60

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

National Wealth Management Group's RSP Position: Q2 2026 in Review

National Wealth Management Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 41% in Q2 2026, buying an estimated $240K and bringing the position to 4,039 shares worth $859K. The position accounts for 0.27% of the portfolio, ranked #87.

National Wealth Management Group first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $957K in Q3 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

National Wealth Management Group held 4,039 shares of Invesco S&P 500 Equal Weight ETF worth $859K as of Q2 2026.
National Wealth Management Group bought 1,175 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $240K.
Invesco S&P 500 Equal Weight ETF made up 0.27% of National Wealth Management Group's portfolio in Q2 2026, its #87 holding.
National Wealth Management Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
National Wealth Management Group's Invesco S&P 500 Equal Weight ETF position peaked at $957K in Q3 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.