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

Partnership 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	$25.3M	Buy	118,841 +3,454	+3%	+$707K	17.09%	2
2026 Q1	$22.1M	Buy	115,387 +55,237	+92%	+$10.9M	16.89%	1
2025 Q4	$11.5M	Buy	60,150 +3,683	+7%	+$699K	8.29%	2
2025 Q3	$10.7M	Buy	56,467 +20,154	+56%	+$3.76M	8.25%	3
2025 Q2	$6.6M	Buy	36,313 +13	+0%	+$2.24K	5.34%	7
2025 Q1	$6.29M	Sell	36,300 -54	-0.1%	-$9.6K	5.34%	6
2024 Q4	$6.37M	Buy	36,354 +9,975	+38%	+$1.8M	5.3%	6
2024 Q3	$4.73M	Sell	26,379 -10,023	-28%	-$1.71M	3.34%	8
2024 Q2	$5.98M	Buy	36,402 +36,240	+22,370%	+$5.96M	4.42%	4
2024 Q1	$27.4K	Hold	162	–	–	0.02%	166
2023 Q4	$25.3K	Buy	+162	New	+$23.5K	0.02%	166

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

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

Partnership Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3% in Q2 2026, buying an estimated $707K and bringing the position to 118,841 shares worth $25.3M. The position accounts for 17.09% of the portfolio, ranked #2.

Partnership Wealth Management first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Partnership Wealth Management held 118,841 shares of Invesco S&P 500 Equal Weight ETF worth $25.3M as of Q2 2026.
Partnership Wealth Management bought 3,454 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $707K.
Invesco S&P 500 Equal Weight ETF made up 17.09% of Partnership Wealth Management's portfolio in Q2 2026, its #2 holding.
Partnership Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.