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Pacific Sun Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Pacific Sun Financial’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 		$288K Sell
1,355
-300
-18% -$61.4K 0.12% 174
2026
Q1 		$318K Sell
1,655
-30
-2% -$5.95K 0.15% 159
2025
Q4 		$323K Hold
1,685
– – 0.16% 156
2025
Q3 		$320K Sell
1,685
-420
-20% -$78.3K 0.15% 156
2025
Q2 		$383K Hold
2,105
– – 0.2% 135
2025
Q1 		$365K Hold
2,105
– – 0.21% 135
2024
Q4 		$369K Sell
2,105
-10
-0.5% -$1.81K 0.2% 134
2024
Q3 		$379K Hold
2,115
– – 0.21% 130
2024
Q2 		$347K Sell
2,115
-150
-7% -$24.7K 0.21% 132
2024
Q1 		$384K Sell
2,265
-100
-4% -$16.1K 0.22% 127
2023
Q4 		$373K Hold
2,365
– – 0.24% 118
2023
Q3 		$335K Sell
2,365
-40
-2% -$5.97K 0.23% 118
2023
Q2 		$348K Buy
+2,405
New +$346K 0.23% 121
2022
Q4 		$340K Hold
2,405
– – 0.24% 124
2022
Q3 		$306K Hold
2,405
– – 0.21% 131
2022
Q2 		$323K Sell
2,405
-10
-0.4% -$1.46K 0.21% 128
2022
Q1 		$381K Sell
2,415
-40
-2% -$6.24K 0.21% 126
2021
Q4 		$400K Hold
2,455
– – 0.21% 123
2021
Q3 		$368K Buy
+2,455
New +$376K 0.21% 122
2020
Q3 		$281K Sell
2,595
-60
-2% -$6.48K 0.23% 118
2020
Q2 		$270K Hold
2,655
– – 0.24% 115
2020
Q1 		$223K Buy
2,655
+80
+3% +$8.5K 0.26% 115
2019
Q4 		$298K Hold
2,575
– – 0.26% 113
2019
Q3 		$278K Hold
2,575
– – 0.26% 113
2019
Q2 		$278K Buy
+2,575
New +$273K 0.27% 110
2018
Q2 		$268K Buy
+2,535
New +$257K 0.28% 102
2018
Q1 		– Sell
-2,521
Closed -$255K – 182
2017
Q4 		$255K Buy
+2,521
New +$247K 0.14% 120

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

Pacific Sun Financial's RSP Position: Q2 2026 in Review

Pacific Sun Financial reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 18% in Q2 2026, selling an estimated $61.4K and leaving 1,355 shares worth $288K. The position accounts for 0.12% of the portfolio, ranked #174.

Pacific Sun Financial first reported a position in RSP in Q4 2017 and has held it in 27 quarters since. The position peaked at $400K in Q4 2021. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Pacific Sun Financial held 1,355 shares of Invesco S&P 500 Equal Weight ETF worth $288K as of Q2 2026.
  • Pacific Sun Financial sold 300 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $61.4K.
  • Invesco S&P 500 Equal Weight ETF made up 0.12% of Pacific Sun Financial's portfolio in Q2 2026, its #174 holding.
  • Pacific Sun Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and has held it in 27 quarters since.
  • Pacific Sun Financial's Invesco S&P 500 Equal Weight ETF position peaked at $400K in Q4 2021.
  • 2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.