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Plante Moran Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Plante Moran Financial Advisors’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 		$554K Buy
2,604
+21
+0.8% +$4.3K 0.03% 87
2026
Q1 		$496K Hold
2,583
– – 0.03% 89
2025
Q4 		$495K Buy
2,583
+360
+16% +$68.3K 0.03% 94
2025
Q3 		$422K Buy
2,223
+387
+21% +$72.1K 0.03% 100
2025
Q2 		$334K Buy
1,836
+327
+22% +$56.4K 0.02% 116
2025
Q1 		$261K Buy
1,509
+1,469
+3,673% +$261K 0.02% 141
2024
Q4 		$7.01K Hold
40
– – ﹤0.01% 639
2024
Q3 		$7.17K Hold
40
– – ﹤0.01% 642
2024
Q2 		$6.57K Hold
40
– – ﹤0.01% 624
2024
Q1 		$6.78K Sell
40
-570
-93% -$91.5K ﹤0.01% 658
2023
Q4 		$96.3K Buy
610
+570
+1,425% +$82.8K 0.01% 252
2023
Q3 		$5.67K Hold
40
– – ﹤0.01% 590
2023
Q2 		$5.99K Hold
40
– – ﹤0.01% 616
2023
Q1 		$5.79K Hold
40
– – ﹤0.01% 634
2022
Q4 		$5.65K Hold
40
– – ﹤0.01% 659
2022
Q3 		$5K Hold
40
– – ﹤0.01% 704
2022
Q2 		$5K Hold
40
– – ﹤0.01% 723
2022
Q1 		$6K Sell
40
-118
-75% -$18.4K ﹤0.01% 663
2021
Q4 		$26K Sell
158
-263
-62% -$41.6K ﹤0.01% 497
2021
Q3 		$63K Buy
421
+263
+166% +$40.3K 0.01% 339
2021
Q2 		$24K Buy
158
+118
+295% +$17.6K 0.01% 528
2021
Q1 		$6K Hold
40
– – ﹤0.01% 752
2020
Q4 		$5K Hold
40
– – ﹤0.01% 703
2020
Q3 		$4K Buy
+40
New +$4.32K ﹤0.01% 726
2019
Q3 		– Sell
-264
Closed -$28K – 903
2019
Q2 		$28K Buy
+264
New +$28K 0.01% 434
2018
Q2 		– Sell
-160
Closed -$16K – 946
2018
Q1 		$16K Buy
+160
New +$16.4K 0.01% 543

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Plante Moran Financial Advisors's RSP Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.81% in Q2 2026, buying an estimated $4.3K and bringing the position to 2,604 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #87.

Plante Moran Financial Advisors first reported a position in RSP in Q1 2018 and has held it in 26 quarters since. 1,560 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Plante Moran Financial Advisors held 2,604 shares of Invesco S&P 500 Equal Weight ETF worth $554K as of Q2 2026.
  • Plante Moran Financial Advisors bought 21 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $4.3K.
  • Invesco S&P 500 Equal Weight ETF made up 0.03% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • Plante Moran Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2018 and has held it in 26 quarters since.
  • 1,560 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.