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

NWI 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	$11.5M	Hold	54,000	–	–	0.53%	32
2026 Q1	$10.4M	Hold	54,000	–	–	0.59%	32
2025 Q4	$10.3M	Buy	+54,000	New	+$10.3M	0.48%	37
2024 Q4	–	Sell	-1,000,000	Closed	-$179M	–	60
2024 Q3	$179M	Buy	+1,000,000	New	+$171M	4.66%	5
2023 Q4	–	Sell	-197,838	Closed	-$28M	–	54
2023 Q3	$28M	Buy	+197,838	New	+$29.6M	1.37%	10

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

NWI Management's RSP Position: Q2 2026 in Review

NWI Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 54,000 shares worth $11.5M. The position accounts for 0.53% of the portfolio, ranked #32.

NWI Management first reported a position in RSP in Q3 2023 and has held it in 5 quarters since. The position peaked at $179M in Q3 2024. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

NWI Management held 54,000 shares of Invesco S&P 500 Equal Weight ETF worth $11.5M as of Q2 2026.
NWI 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 0.53% of NWI Management's portfolio in Q2 2026, its #32 holding.
NWI Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 5 quarters since.
NWI Management's Invesco S&P 500 Equal Weight ETF position peaked at $179M in Q3 2024.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on NWI Management's 13F filing for Q2 2026, filed 14 Aug 2026.