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

Oxford 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	$191K	Sell	899 -992	-52%	-$203K	0.01%	243
2026 Q1	$363K	Hold	1,891	–	–	0.02%	196
2025 Q4	$362K	Hold	1,891	–	–	0.02%	176
2025 Q3	$359K	Hold	1,891	–	–	0.02%	168
2025 Q2	$344K	Hold	1,891	–	–	0.02%	161
2025 Q1	$328K	Hold	1,891	–	–	0.02%	168
2024 Q4	$331K	Hold	1,891	–	–	0.02%	195
2024 Q3	$339K	Hold	1,891	–	–	0.02%	188
2024 Q2	$311K	Buy	+1,891	New	+$311K	0.02%	210
2023 Q3	–	Sell	-122	Closed	-$18.3K	–	287
2023 Q2	$18.3K	Sell	122 -439	-78%	-$63.2K	﹤0.01%	274
2023 Q1	$81.1K	Buy	561 +439	+360%	+$64.3K	0.01%	209
2022 Q4	$17.2K	Buy	+122	New	+$17.1K	﹤0.01%	240
2022 Q1	–	Sell	-1,519	Closed	-$247K	–	279
2021 Q4	$247K	Buy	+1,519	New	+$240K	0.03%	176
2020 Q2	–	Sell	-1,735	Closed	-$146K	–	204
2020 Q1	$146K	Buy	+1,735	New	+$184K	0.03%	156

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

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

Oxford Financial Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 52% in Q2 2026, selling an estimated $203K and leaving 899 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #243.

Oxford Financial Group first reported a position in RSP in Q1 2020 and has held it in 14 quarters since. The position peaked at $363K in Q1 2026. 2,318 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Oxford Financial Group held 899 shares of Invesco S&P 500 Equal Weight ETF worth $191K as of Q2 2026.
Oxford Financial Group sold 992 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $203K.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #243 holding.
Oxford Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2020 and has held it in 14 quarters since.
Oxford Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $363K in Q1 2026.
2,318 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.