Outlook Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Outlook Wealth Advisors’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	$2.54M	Buy	11,920 +509	+4%	+$104K	0.55%	41
2026 Q1	$2.19M	Buy	11,411 +36	+0.3%	+$7.13K	0.53%	39
2025 Q4	$2.18M	Hold	11,375	–	–	0.49%	42
2025 Q3	$2.16M	Sell	11,375 -5	-0%	-$932	0.54%	41
2025 Q2	$2.07M	Sell	11,380 -10	-0.1%	-$1.73K	0.53%	35
2025 Q1	$1.97M	Sell	11,390 -42	-0.4%	-$7.47K	0.55%	36
2024 Q4	$2M	Sell	11,432 -643	-5%	-$116K	0.58%	35
2024 Q3	$2.16M	Sell	12,075 -1,047	-8%	-$179K	0.62%	32
2024 Q2	$978K	Sell	13,122 -817	-6%	-$134K	0.31%	63
2024 Q1	$2.36M	Sell	13,939 -4,501	-24%	-$723K	0.73%	30
2023 Q4	$2.91M	Sell	18,440 -1,139	-6%	-$165K	1.02%	25
2023 Q3	$2.77M	Sell	19,579 -225	-1%	-$33.6K	1.06%	23
2023 Q2	$2.96M	Sell	19,804 -153	-0.8%	-$22K	1.12%	21
2023 Q1	$2.89M	Buy	19,957 +4,435	+29%	+$649K	1.28%	18
2022 Q4	$2.19M	Sell	15,522 -268	-2%	-$37.5K	1.04%	20
2022 Q3	$2.01M	Sell	15,790 -9,395	-37%	-$1.33M	0.9%	26
2022 Q2	$3.38M	Sell	25,185 -3,462	-12%	-$507K	1.38%	16
2022 Q1	$4.52M	Sell	28,647 -7,762	-21%	-$1.21M	1.51%	15
2021 Q4	$5.93M	Buy	36,409 +367	+1%	+$58K	1.74%	15
2021 Q3	$5.4M	Sell	36,042 -542	-1%	-$83K	1.77%	11
2021 Q2	$5.51M	Sell	36,584 -829	-2%	-$123K	1.76%	9
2021 Q1	$5.3M	Sell	37,413 -14,562	-28%	-$1.96M	1.84%	13
2020 Q4	$6.63M	Buy	51,975 +24,696	+91%	+$2.94M	2.41%	9
2020 Q3	$2.95M	Sell	27,279 -3,837	-12%	-$414K	1.17%	20
2020 Q2	$3.17M	Sell	31,116 -19,307	-38%	-$1.86M	1.34%	21
2020 Q1	$4.24M	Sell	50,423 -1,562	-3%	-$166K	2.39%	8
2019 Q4	$6.01M	Buy	51,985 +1,306	+3%	+$145K	3.39%	5
2019 Q3	$5.48M	Buy	50,679 +12	+0%	+$1.29K	3.26%	6
2019 Q2	$5.46M	Buy	50,667 +6,637	+15%	+$703K	3.6%	6
2019 Q1	$4.6M	Buy	44,030 +32,657	+287%	+$3.29M	3.79%	4
2018 Q4	$10.4M	Buy	+11,373	New	+$1.13M	4.74%	3

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

Outlook Wealth Advisors's RSP Position: Q2 2026 in Review

Outlook Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.5% in Q2 2026, buying an estimated $104K and bringing the position to 11,920 shares worth $2.54M. The position accounts for 0.55% of the portfolio, ranked #41.

Outlook Wealth Advisors first reported a position in RSP in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.4M in Q4 2018. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Outlook Wealth Advisors held 11,920 shares of Invesco S&P 500 Equal Weight ETF worth $2.54M as of Q2 2026.
Outlook Wealth Advisors bought 509 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $104K.
Invesco S&P 500 Equal Weight ETF made up 0.55% of Outlook Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Outlook Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 31 quarters since.
Outlook Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $10.4M in Q4 2018.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.