Pinnacle Wealth Planning Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Pinnacle Wealth Planning Services’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	$3.68M	Buy	17,280 +1,104	+7%	+$226K	0.35%	48
2026 Q1	$3.1M	Buy	16,176 +793	+5%	+$157K	0.32%	44
2025 Q4	$2.95M	Buy	15,383 +542	+4%	+$103K	0.31%	44
2025 Q3	$2.82M	Buy	14,841 +2,772	+23%	+$517K	0.33%	45
2025 Q2	$2.19M	Buy	12,069 +874	+8%	+$151K	0.29%	46
2025 Q1	$1.94M	Buy	11,195 +734	+7%	+$131K	0.29%	49
2024 Q4	$1.83M	Buy	10,461 +2,600	+33%	+$470K	0.28%	50
2024 Q3	$1.41M	Sell	7,861 -2,016	-20%	-$344K	0.19%	69
2024 Q2	$1.62M	Buy	9,877 +478	+5%	+$78.6K	0.23%	60
2024 Q1	$1.59M	Sell	9,399 -144	-2%	-$23.1K	0.23%	61
2023 Q4	$1.51M	Buy	9,543 +231	+2%	+$33.6K	0.24%	65
2023 Q3	$1.32M	Buy	9,312 +1,000	+12%	+$149K	0.22%	66
2023 Q2	$1.24M	Buy	8,312 +903	+12%	+$130K	0.2%	73
2023 Q1	$1.07M	Buy	7,409 +1,847	+33%	+$270K	0.18%	88
2022 Q4	$786K	Buy	5,562 +2,408	+76%	+$337K	0.14%	102
2022 Q3	$401K	Buy	3,154 +371	+13%	+$52.3K	0.07%	176
2022 Q2	$374K	Buy	2,783 +414	+17%	+$60.6K	0.07%	197
2022 Q1	$374K	Buy	+2,369	New	+$369K	0.07%	223

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

Pinnacle Wealth Planning Services's RSP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.8% in Q2 2026, buying an estimated $226K and bringing the position to 17,280 shares worth $3.68M. The position accounts for 0.35% of the portfolio, ranked #48.

Pinnacle Wealth Planning Services first reported a position in RSP in Q1 2022 and has held it in 18 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Pinnacle Wealth Planning Services held 17,280 shares of Invesco S&P 500 Equal Weight ETF worth $3.68M as of Q2 2026.
Pinnacle Wealth Planning Services bought 1,104 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $226K.
Invesco S&P 500 Equal Weight ETF made up 0.35% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #48 holding.
Pinnacle Wealth Planning Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 18 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.