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ORG Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

ORG Wealth Partners’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 		$715K Hold
3,359
– – 0.11% 107
2026
Q1 		$645K Buy
3,359
+1,676
+100% +$332K 0.13% 105
2025
Q4 		$322K Hold
1,683
– – 0.08% 159
2025
Q3 		$319K Buy
1,683
+207
+14% +$38.6K 0.07% 158
2025
Q2 		$271K Sell
1,476
-7
-0.5% -$1.21K 0.06% 156
2025
Q1 		$257K Hold
1,483
– – 0.08% 167
2024
Q4 		$260K Hold
1,483
– – 0.08% 109
2024
Q3 		$266K Buy
+1,483
New +$253K 0.09% 102

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

ORG Wealth Partners's RSP Position: Q2 2026 in Review

ORG Wealth Partners held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 3,359 shares worth $715K. The position accounts for 0.11% of the portfolio, ranked #107.

ORG Wealth Partners first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • ORG Wealth Partners held 3,359 shares of Invesco S&P 500 Equal Weight ETF worth $715K as of Q2 2026.
  • ORG Wealth Partners left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.11% of ORG Wealth Partners's portfolio in Q2 2026, its #107 holding.
  • ORG Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.