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

Peak Retirement Planning’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	$2.15M	Buy	10,119 +2,093	+26%	+$428K	0.34%	76
2026 Q1	$1.54M	Buy	8,026 +1,123	+16%	+$223K	0.31%	80
2025 Q4	$1.32M	Buy	6,903 +1,830	+36%	+$347K	0.31%	78
2025 Q3	$962K	Buy	5,073 +2,007	+65%	+$374K	0.27%	78
2025 Q2	$557K	Buy	3,066 +12	+0.4%	+$2.07K	0.22%	83
2025 Q1	$529K	Sell	3,054 -696	-19%	-$124K	0.29%	81
2024 Q4	$1.02M	Buy	+3,750	New	+$678K	0.69%	32

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

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

Peak Retirement Planning increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 26% in Q2 2026, buying an estimated $428K and bringing the position to 10,119 shares worth $2.15M. The position accounts for 0.34% of the portfolio, ranked #76.

Peak Retirement Planning first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,302 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Peak Retirement Planning held 10,119 shares of Invesco S&P 500 Equal Weight ETF worth $2.15M as of Q2 2026.
Peak Retirement Planning bought 2,093 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $428K.
Invesco S&P 500 Equal Weight ETF made up 0.34% of Peak Retirement Planning's portfolio in Q2 2026, its #76 holding.
Peak Retirement Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,302 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.