Palumbo Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Palumbo Wealth Management’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	$1.14M	Sell	5,354 -854	-14%	-$175K	0.24%	71
2026 Q1	$1.19M	Buy	+6,208	New	+$1.23M	0.29%	60
2024 Q1	–	Sell	-17,586	Closed	-$2.78M	–	145
2023 Q4	$2.78M	Buy	+17,586	New	+$2.55M	1.42%	16

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

Palumbo Wealth Management's RSP Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 14% in Q2 2026, selling an estimated $175K and leaving 5,354 shares worth $1.14M. The position accounts for 0.24% of the portfolio, ranked #71.

Palumbo Wealth Management first reported a position in RSP in Q4 2023 and has held it in 3 quarters since. The position peaked at $2.78M in Q4 2023. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Palumbo Wealth Management held 5,354 shares of Invesco S&P 500 Equal Weight ETF worth $1.14M as of Q2 2026.
Palumbo Wealth Management sold 854 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $175K.
Invesco S&P 500 Equal Weight ETF made up 0.24% of Palumbo Wealth Management's portfolio in Q2 2026, its #71 holding.
Palumbo Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 3 quarters since.
Palumbo Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $2.78M in Q4 2023.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.