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

Orcam Financial Group’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	$786K	Buy	3,695 +481	+15%	+$98.4K	0.38%	46
2026 Q1	$617K	Hold	3,214	–	–	0.44%	35
2025 Q4	$616K	Hold	3,214	–	–	0.46%	32
2025 Q3	$610K	Hold	3,214	–	–	0.49%	30
2025 Q2	$584K	Hold	3,214	–	–	0.51%	28
2025 Q1	$557K	Hold	3,214	–	–	0.52%	28
2024 Q4	$563K	Hold	3,214	–	–	0.54%	28
2024 Q3	$576K	Sell	3,214 -3,189	-50%	-$545K	0.56%	28
2024 Q2	$1.05M	Hold	6,403	–	–	1.13%	20
2024 Q1	$1.08M	Buy	+6,403	New	+$1.03M	1.19%	20

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

Orcam Financial Group's RSP Position: Q2 2026 in Review

Orcam Financial Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 15% in Q2 2026, buying an estimated $98.4K and bringing the position to 3,695 shares worth $786K. The position accounts for 0.38% of the portfolio, ranked #46.

Orcam Financial Group first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q1 2024. 2,316 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Orcam Financial Group held 3,695 shares of Invesco S&P 500 Equal Weight ETF worth $786K as of Q2 2026.
Orcam Financial Group bought 481 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $98.4K.
Invesco S&P 500 Equal Weight ETF made up 0.38% of Orcam Financial Group's portfolio in Q2 2026, its #46 holding.
Orcam Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
Orcam Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $1.08M in Q1 2024.
2,316 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.