PCS
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Personal CFO Solutions’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Personal CFO Solutions’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 		– Sell
-3,733
Closed -$717K – 577
2026
Q1 		$717K Buy
3,733
+96
+3% +$19K 0.1% 180
2025
Q4 		$697K Sell
3,637
-48
-1% -$9.11K 0.11% 176
2025
Q3 		$699K Sell
3,685
-148
-4% -$27.6K 0.12% 172
2025
Q2 		$697K Sell
3,833
-223
-5% -$38.5K 0.13% 168
2025
Q1 		$703K Buy
+4,056
New +$721K 0.14% 158
2024
Q4 		– Sell
-28,007
Closed -$5.02M – 583
2024
Q3 		$5.02M Buy
28,007
+375
+1% +$64.1K 0.7% 25
2024
Q2 		$4.54M Buy
27,632
+1,778
+7% +$292K 0.7% 25
2024
Q1 		$4.38M Buy
25,854
+22,138
+596% +$3.55M 0.68% 28
2023
Q4 		$586K Sell
3,716
-2,852
-43% -$414K 0.1% 195
2023
Q3 		$931K Buy
+6,568
New +$981K 0.18% 106

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

Personal CFO Solutions's RSP Position: Q2 2026 in Review

Personal CFO Solutions sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 3,733 shares — an estimated $717K sold.

Personal CFO Solutions first reported a position in RSP in Q3 2023 and held it in 10 quarters. The position peaked at $5.02M in Q3 2024. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Personal CFO Solutions reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 3,733 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $717K.
  • Personal CFO Solutions first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and held it in 10 quarters.
  • Personal CFO Solutions's Invesco S&P 500 Equal Weight ETF position peaked at $5.02M in Q3 2024.
  • 2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.