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Nikulski Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Nikulski Financial’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 		$287K Sell
1,350
-310
-19% -$63.4K 0.06% 159
2026
Q1 		$319K Sell
1,660
-382
-19% -$75.7K 0.08% 148
2025
Q4 		$391K Sell
2,042
-1,190
-37% -$226K 0.09% 129
2025
Q3 		$613K Sell
3,232
-244
-7% -$45.5K 0.15% 98
2025
Q2 		$632K Buy
3,476
+74
+2% +$12.8K 0.17% 86
2025
Q1 		$589K Buy
3,402
+1,972
+138% +$351K 0.18% 87
2024
Q4 		$251K Buy
+1,430
New +$259K 0.07% 121

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Nikulski Financial's RSP Position: Q2 2026 in Review

Nikulski Financial reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 19% in Q2 2026, selling an estimated $63.4K and leaving 1,350 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #159.

Nikulski Financial first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $632K in Q2 2025. 1,148 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Nikulski Financial held 1,350 shares of Invesco S&P 500 Equal Weight ETF worth $287K as of Q2 2026.
  • Nikulski Financial sold 310 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $63.4K.
  • Invesco S&P 500 Equal Weight ETF made up 0.06% of Nikulski Financial's portfolio in Q2 2026, its #159 holding.
  • Nikulski Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
  • Nikulski Financial's Invesco S&P 500 Equal Weight ETF position peaked at $632K in Q2 2025.
  • 1,148 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.