Prepared Retirement Institute’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Prepared Retirement Institute’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	$830K	Buy	3,903 +12	+0.3%	+$2.46K	0.35%	41
2026 Q1	$747K	Sell	3,891 -32	-0.8%	-$6.34K	0.37%	36
2025 Q4	$752K	Sell	3,923 -1,674	-30%	-$318K	0.38%	36
2025 Q3	$1.06M	Sell	5,597 -1,239	-18%	-$231K	0.55%	26
2025 Q2	$1.24M	Sell	6,836 -462	-6%	-$79.7K	0.73%	24
2025 Q1	$1.26M	Buy	7,298 +343	+5%	+$61K	0.81%	24
2024 Q4	$1.22M	Buy	6,955 +1,076	+18%	+$195K	0.7%	23
2024 Q3	$1.05M	Buy	5,879 +563	+11%	+$96.2K	0.64%	23
2024 Q2	$873K	Buy	5,316 +1,205	+29%	+$198K	0.58%	25
2024 Q1	$696K	Buy	4,111 +1,185	+40%	+$190K	0.52%	24
2023 Q4	$462K	Buy	+2,926	New	+$425K	0.35%	40

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

Prepared Retirement Institute's RSP Position: Q2 2026 in Review

Prepared Retirement Institute increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.31% in Q2 2026, buying an estimated $2.46K and bringing the position to 3,903 shares worth $830K. The position accounts for 0.35% of the portfolio, ranked #41.

Prepared Retirement Institute first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q1 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Prepared Retirement Institute held 3,903 shares of Invesco S&P 500 Equal Weight ETF worth $830K as of Q2 2026.
Prepared Retirement Institute bought 12 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.46K.
Invesco S&P 500 Equal Weight ETF made up 0.35% of Prepared Retirement Institute's portfolio in Q2 2026, its #41 holding.
Prepared Retirement Institute first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Prepared Retirement Institute's Invesco S&P 500 Equal Weight ETF position peaked at $1.26M in Q1 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.