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

Navigoe Wealth Management’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	$12K	Hold	59	–	–	0.01%	135
2026 Q1	$11K	Hold	59	–	–	0.01%	115
2025 Q4	$11K	Hold	59	–	–	0.01%	147
2025 Q3	$11K	Sell	59 -12	-17%	-$2.24K	0.01%	146
2025 Q2	$12K	Buy	71 +15	+27%	+$2.59K	0.01%	104
2025 Q1	$9K	Hold	56	–	–	0.01%	116
2024 Q4	$9K	Buy	+56	New	+$10.1K	0.01%	115

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

Navigoe Wealth Management's RSP Position: Q2 2026 in Review

Navigoe Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 59 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #135.

Navigoe Wealth Management first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Navigoe Wealth Management held 59 shares of Invesco S&P 500 Equal Weight ETF worth $12K as of Q2 2026.
Navigoe Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #135 holding.
Navigoe Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.