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

Northwest Financial Advisors’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	–	Sell	-1,062	Closed	-$204K	–	91
2026 Q1	$204K	Buy	1,062 +2	+0.2%	+$396	0.39%	65
2025 Q4	$203K	Sell	1,060 -4,174	-80%	-$792K	0.42%	65
2025 Q3	$993K	Buy	5,234 +122	+2%	+$22.7K	1.28%	23
2025 Q2	$929K	Sell	5,112 -249	-5%	-$43K	1.3%	21
2025 Q1	$929K	Buy	5,361 +14	+0.3%	+$2.49K	0.77%	33
2024 Q4	$937K	Buy	5,347 +262	+5%	+$47.4K	0.77%	32
2024 Q3	$911K	Buy	5,085 +1,035	+26%	+$177K	0.73%	29
2024 Q2	$665K	Buy	4,050 +14	+0.3%	+$2.3K	0.68%	35
2024 Q1	$683K	Buy	4,036 +640	+19%	+$103K	0.75%	32
2023 Q4	$536K	Buy	+3,396	New	+$493K	0.46%	42

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

Northwest Financial Advisors's RSP Position: Q2 2026 in Review

Northwest Financial Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 1,062 shares — an estimated $204K sold.

Northwest Financial Advisors first reported a position in RSP in Q4 2023 and held it in 10 quarters. The position peaked at $993K in Q3 2025. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Northwest Financial Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
Northwest Financial Advisors sold 1,062 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $204K.
Northwest Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and held it in 10 quarters.
Northwest Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $993K in Q3 2025.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.