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Peak Planning Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Peak Planning 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 		$2.13M Sell
10,020
-1,117
-10% -$229K 0.48% 32
2026
Q1 		$2.14M Sell
11,137
-2,569
-19% -$509K 0.59% 29
2025
Q4 		$2.63M Buy
13,706
+2,391
+21% +$454K 0.74% 25
2025
Q3 		$2.15M Sell
11,315
-460
-4% -$85.7K 1.12% 16
2025
Q2 		$2.14M Sell
11,775
-7,155
-38% -$1.24M 1.37% 13
2025
Q1 		$3.28M Sell
18,930
-494
-3% -$87.8K 1.38% 16
2024
Q4 		$3.4M Buy
19,424
+1,037
+6% +$187K 1.42% 17
2024
Q3 		$3.29M Sell
18,387
-903
-5% -$154K 1.44% 16
2024
Q2 		$3.17M Buy
19,290
+2,490
+15% +$410K 1.56% 16
2024
Q1 		$2.85M Buy
16,800
+1,088
+7% +$175K 1.78% 16
2023
Q4 		$2.48M Sell
15,712
-236
-1% -$34.3K 1.78% 15
2023
Q3 		$2.26M Sell
15,948
-791
-5% -$118K 1.77% 15
2023
Q2 		$2.5M Buy
16,739
+894
+6% +$129K 1.86% 14
2023
Q1 		$2.29M Sell
15,845
-4
-0% -$586 1.86% 13
2022
Q4 		$2.24M Sell
15,849
-3,894
-20% -$545K 1.97% 12
2022
Q3 		$2.51M Sell
19,743
-1,994
-9% -$281K 2.33% 11
2022
Q2 		$2.92M Buy
+21,737
New +$3.18M 2.45% 10
2021
Q4 		$2.16M Buy
13,256
+3,328
+34% +$526K 1.59% 14
2021
Q3 		$1.49M Buy
+9,928
New +$1.52M 1.28% 17
2021
Q1 		$613K Buy
4,327
+994
+30% +$134K 0.6% 37
2020
Q4 		$425K Buy
3,333
+10
+0.3% +$1.19K 0.48% 45
2020
Q3 		$359K Buy
+3,323
New +$359K 0.5% 37

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

Peak Planning Group's RSP Position: Q2 2026 in Review

Peak Planning Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 10% in Q2 2026, selling an estimated $229K and leaving 10,020 shares worth $2.13M. The position accounts for 0.48% of the portfolio, ranked #32.

Peak Planning Group first reported a position in RSP in Q3 2020 and has held it in 22 quarters since. The position peaked at $3.4M in Q4 2024. 2,309 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Peak Planning Group held 10,020 shares of Invesco S&P 500 Equal Weight ETF worth $2.13M as of Q2 2026.
  • Peak Planning Group sold 1,117 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $229K.
  • Invesco S&P 500 Equal Weight ETF made up 0.48% of Peak Planning Group's portfolio in Q2 2026, its #32 holding.
  • Peak Planning Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and has held it in 22 quarters since.
  • Peak Planning Group's Invesco S&P 500 Equal Weight ETF position peaked at $3.4M in Q4 2024.
  • 2,309 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.