Panoramic Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Panoramic Investment 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	$880K	Hold	4,136	–	–	0.42%	58
2026 Q1	$794K	Buy	4,136 +740	+22%	+$147K	0.43%	57
2025 Q4	$651K	Sell	3,396 -310	-8%	-$58.8K	0.35%	59
2025 Q3	$703K	Sell	3,706 -42	-1%	-$7.83K	0.4%	53
2025 Q2	$681K	Hold	3,748	–	–	0.42%	51
2025 Q1	$649K	Hold	3,748	–	–	0.44%	55
2024 Q4	$657K	Buy	3,748 +311	+9%	+$56.2K	0.43%	54
2024 Q3	$616K	Buy	+3,437	New	+$587K	0.43%	55
2024 Q1	$544K	Buy	3,210 +535	+20%	+$85.9K	0.4%	57
2023 Q4	$422K	Buy	2,675 +825	+45%	+$120K	0.36%	63
2023 Q3	$262K	Buy	+1,850	New	+$276K	0.24%	83

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

Panoramic Investment Advisors's RSP Position: Q2 2026 in Review

Panoramic Investment Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 4,136 shares worth $880K. The position accounts for 0.42% of the portfolio, ranked #58.

Panoramic Investment Advisors first reported a position in RSP in Q3 2023 and has held it in 11 quarters since. 2,318 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Panoramic Investment Advisors held 4,136 shares of Invesco S&P 500 Equal Weight ETF worth $880K as of Q2 2026.
Panoramic Investment Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.42% of Panoramic Investment Advisors's portfolio in Q2 2026, its #58 holding.
Panoramic Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 11 quarters since.
2,318 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.