Perfromance Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Perfromance Wealth Partners’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	$215K	Buy	+1,009	New	+$206K	0.01%	218
2022 Q3	–	Sell	-1,587	Closed	-$213K	–	174
2022 Q2	$213K	Hold	1,587	–	–	0.01%	158
2022 Q1	$250K	Buy	1,587 +228	+17%	+$35.6K	0.01%	150
2021 Q4	$221K	Buy	+1,359	New	+$215K	0.01%	167

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

Perfromance Wealth Partners's RSP Position: Q2 2026 in Review

Perfromance Wealth Partners opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 1,009 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings. This is a return to the name: Perfromance Wealth Partners previously reported a position in RSP as recently as Q2 2022.

Perfromance Wealth Partners first reported a position in RSP in Q4 2021 and has held it in 4 quarters since. The position peaked at $250K in Q1 2022. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Perfromance Wealth Partners held 1,009 shares of Invesco S&P 500 Equal Weight ETF worth $215K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Perfromance Wealth Partners position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #218 holding.
Perfromance Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 4 quarters since.
Perfromance Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $250K in Q1 2022.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.