Plan A Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Plan A Wealth’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	$586K	Buy	2,756 +119	+5%	+$24.4K	0.25%	68
2026 Q1	$506K	Sell	2,637 -14	-0.5%	-$2.77K	0.24%	70
2025 Q4	$508K	Buy	2,651 +1,273	+92%	+$242K	0.25%	68
2025 Q3	$261K	Buy	+1,378	New	+$257K	0.13%	128

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

Plan A Wealth's RSP Position: Q2 2026 in Review

Plan A Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.5% in Q2 2026, buying an estimated $24.4K and bringing the position to 2,756 shares worth $586K. The position accounts for 0.25% of the portfolio, ranked #68.

Plan A Wealth first reported a position in RSP in Q3 2025 and has held it in 4 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Plan A Wealth held 2,756 shares of Invesco S&P 500 Equal Weight ETF worth $586K as of Q2 2026.
Plan A Wealth bought 119 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $24.4K.
Invesco S&P 500 Equal Weight ETF made up 0.25% of Plan A Wealth's portfolio in Q2 2026, its #68 holding.
Plan A Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and has held it in 4 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.