NWF Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

NWF Advisory Services’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	$3.05M	Buy	14,317 +361	+3%	+$73.9K	0.29%	66
2026 Q1	$2.68M	Buy	13,956 +3,455	+33%	+$685K	0.3%	68
2025 Q4	$2.01M	Buy	10,501 +537	+5%	+$102K	0.22%	78
2025 Q3	$1.89M	Sell	9,964 -153	-2%	-$28.5K	0.21%	87
2025 Q2	$1.84M	Buy	10,117 +1,609	+19%	+$278K	0.22%	82
2025 Q1	$1.47M	Buy	+8,508	New	+$1.51M	0.21%	88
2024 Q4	–	Sell	-6,785	Closed	-$1.22M	–	392
2024 Q3	$1.22M	Sell	6,785 -363	-5%	-$62K	0.18%	97
2024 Q2	$1.17M	Sell	7,148 -84	-1%	-$13.8K	0.19%	89
2024 Q1	$1.22M	Buy	7,232 +1,760	+32%	+$283K	0.2%	89
2023 Q4	$864K	Buy	5,472 +624	+13%	+$90.7K	0.17%	99
2023 Q3	$687K	Buy	4,848 +527	+12%	+$78.7K	0.16%	103
2023 Q2	$647K	Hold	4,321	–	–	0.15%	117
2023 Q1	$647K	Buy	+4,321	New	+$633K	0.15%	117

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

NWF Advisory Services's RSP Position: Q2 2026 in Review

NWF Advisory Services increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.6% in Q2 2026, buying an estimated $73.9K and bringing the position to 14,317 shares worth $3.05M. The position accounts for 0.29% of the portfolio, ranked #66.

NWF Advisory Services first reported a position in RSP in Q1 2023 and has held it in 13 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

NWF Advisory Services held 14,317 shares of Invesco S&P 500 Equal Weight ETF worth $3.05M as of Q2 2026.
NWF Advisory Services bought 361 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $73.9K.
Invesco S&P 500 Equal Weight ETF made up 0.29% of NWF Advisory Services's portfolio in Q2 2026, its #66 holding.
NWF Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 13 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.