Pettyjohn Wood & White’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Pettyjohn Wood & White’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	$7.11M	Buy	33,416 +171	+0.5%	+$35K	1.03%	28
2026 Q1	$6.38M	Buy	33,245 +2,925	+10%	+$580K	1.02%	28
2025 Q4	$5.81M	Buy	30,320 +3,939	+15%	+$748K	0.91%	33
2025 Q3	$5M	Buy	26,381 +121	+0.5%	+$22.5K	0.83%	33
2025 Q2	$4.77M	Buy	26,260 +523	+2%	+$90.3K	0.85%	33
2025 Q1	$4.46M	Buy	25,737 +922	+4%	+$164K	0.85%	34
2024 Q4	$4.35M	Buy	24,815 +3,936	+19%	+$712K	0.8%	35
2024 Q3	$3.74M	Buy	20,879 +674	+3%	+$115K	0.69%	40
2024 Q2	$3.32M	Buy	20,205 +2,140	+12%	+$352K	0.64%	42
2024 Q1	$3.06M	Buy	18,065 +4,685	+35%	+$752K	0.61%	44
2023 Q4	$2.11M	Buy	13,380 +5,515	+70%	+$801K	0.46%	55
2023 Q3	$1.11M	Buy	7,865 +5,675	+259%	+$848K	0.26%	72
2023 Q2	$328K	Buy	2,190 +775	+55%	+$112K	0.08%	143
2023 Q1	$205K	Buy	+1,415	New	+$207K	0.05%	171

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

Pettyjohn Wood & White's RSP Position: Q2 2026 in Review

Pettyjohn Wood & White increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.51% in Q2 2026, buying an estimated $35K and bringing the position to 33,416 shares worth $7.11M. The position accounts for 1.03% of the portfolio, ranked #28.

Pettyjohn Wood & White first reported a position in RSP in Q1 2023 and has held it in 14 quarters since. 2,319 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Pettyjohn Wood & White held 33,416 shares of Invesco S&P 500 Equal Weight ETF worth $7.11M as of Q2 2026.
Pettyjohn Wood & White bought 171 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $35K.
Invesco S&P 500 Equal Weight ETF made up 1.03% of Pettyjohn Wood & White's portfolio in Q2 2026, its #28 holding.
Pettyjohn Wood & White first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 14 quarters since.
2,319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.