Ogorek Anthony Joseph’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Ogorek Anthony Joseph’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	$316K	Buy	1,488 +2	+0.1%	+$409	0.08%	63
2026 Q1	$285K	Sell	1,486 -89	-6%	-$17.6K	0.08%	61
2025 Q4	$301K	Buy	1,575 +2	+0.1%	+$380	0.08%	62
2025 Q3	$298K	Sell	1,573 -243	-13%	-$45.3K	0.09%	61
2025 Q2	$330K	Buy	1,816 +2	+0.1%	+$345	0.1%	55
2025 Q1	$314K	Buy	1,814 +99	+6%	+$17.6K	0.1%	59
2024 Q4	$300K	Buy	1,715 +1,562	+1,021%	+$282K	0.1%	54
2024 Q3	$27K	Hold	153	–	–	0.01%	156
2024 Q2	$25K	Buy	153 +1	+0.7%	+$164	0.01%	151
2024 Q1	$25K	Hold	152	–	–	0.01%	152
2023 Q4	$23K	Hold	152	–	–	0.01%	161
2023 Q3	$21K	Hold	152	–	–	0.01%	166
2023 Q2	$22K	Hold	152	–	–	0.01%	155
2023 Q1	$21K	Hold	152	–	–	0.01%	152
2022 Q4	$21K	Hold	152	–	–	0.01%	117
2022 Q3	$19K	Hold	152	–	–	0.01%	114
2022 Q2	$20K	Hold	152	–	–	0.01%	116
2022 Q1	$23K	Hold	152	–	–	0.01%	131
2021 Q4	$24K	Hold	152	–	–	0.01%	120
2021 Q3	$22K	Hold	152	–	–	0.01%	126
2021 Q2	$22K	Hold	152	–	–	0.01%	120
2021 Q1	$21K	Hold	152	–	–	0.01%	110
2020 Q4	$19K	Hold	152	–	–	0.01%	108
2020 Q3	$0	Hold	152	–	–	﹤0.01%	204
2020 Q2	$15K	Sell	152 -60	-28%	-$5.79K	0.01%	96
2020 Q1	$17K	Hold	212	–	–	0.01%	83
2019 Q4	$24K	Hold	212	–	–	0.01%	76
2019 Q3	$22K	Hold	212	–	–	0.01%	63
2019 Q2	$22K	Hold	212	–	–	0.01%	64
2019 Q1	$22K	Hold	212	–	–	0.01%	59
2018 Q4	$19K	Hold	212	–	–	0.02%	58
2018 Q3	$22K	Hold	212	–	–	0.02%	55
2018 Q2	$21K	Buy	212 +152	+253%	+$15.4K	0.02%	48
2018 Q1	$5K	Hold	60	–	–	﹤0.01%	105
2017 Q4	$6K	Hold	60	–	–	﹤0.01%	96
2017 Q3	$5K	Hold	60	–	–	﹤0.01%	51
2017 Q2	$5K	Hold	60	–	–	﹤0.01%	47
2017 Q1	$5K	Hold	60	–	–	0.01%	49
2016 Q4	$5K	Hold	60	–	–	﹤0.01%	59
2016 Q3	$5K	Hold	60	–	–	﹤0.01%	59
2016 Q2	$4K	Hold	60	–	–	﹤0.01%	64
2016 Q1	$5K	Hold	60	–	–	﹤0.01%	54
2015 Q4	$5K	Buy	+60	New	+$4.66K	﹤0.01%	58

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

Ogorek Anthony Joseph's RSP Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.13% in Q2 2026, buying an estimated $409 and bringing the position to 1,488 shares worth $316K. The position accounts for 0.08% of the portfolio, ranked #63.

Ogorek Anthony Joseph first reported a position in RSP in Q4 2015 and has held it in 43 quarters since. The position peaked at $330K in Q2 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Ogorek Anthony Joseph held 1,488 shares of Invesco S&P 500 Equal Weight ETF worth $316K as of Q2 2026.
Ogorek Anthony Joseph bought 2 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $409.
Invesco S&P 500 Equal Weight ETF made up 0.08% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #63 holding.
Ogorek Anthony Joseph first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2015 and has held it in 43 quarters since.
Ogorek Anthony Joseph's Invesco S&P 500 Equal Weight ETF position peaked at $330K in Q2 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.