Private Wealth Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Private Wealth Group’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	$12.3M	Buy	57,736 +10,587	+22%	+$2.17M	4.74%	5
2026 Q1	$9.05M	Buy	47,149 +1,789	+4%	+$355K	4.22%	6
2025 Q4	$8.69M	Buy	45,360 +1,398	+3%	+$265K	4.17%	6
2025 Q3	$8.34M	Sell	43,962 -4,098	-9%	-$764K	4.15%	6
2025 Q2	$8.73M	Sell	48,060 -1,863	-4%	-$322K	4.65%	5
2025 Q1	$8.65M	Sell	49,923 -1,086	-2%	-$193K	5.08%	3
2024 Q4	$8.94M	Buy	51,009 +2,122	+4%	+$384K	4.37%	5
2024 Q3	$8.76M	Sell	48,887 -987	-2%	-$169K	4.38%	5
2024 Q2	$8.19M	Buy	49,874 +285	+0.6%	+$46.9K	4.3%	5
2024 Q1	$8.4M	Sell	49,589 -880	-2%	-$141K	4.35%	5
2023 Q4	$7.96M	Sell	50,469 -6,440	-11%	-$936K	4.52%	5
2023 Q3	$8.06M	Buy	+56,909	New	+$8.5M	5.28%	6

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Private Wealth Group's RSP Position: Q2 2026 in Review

Private Wealth Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 22% in Q2 2026, buying an estimated $2.17M and bringing the position to 57,736 shares worth $12.3M. The position accounts for 4.74% of the portfolio, ranked #5.

Private Wealth Group first reported a position in RSP in Q3 2023 and has held it in 12 quarters since. 1,022 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Private Wealth Group held 57,736 shares of Invesco S&P 500 Equal Weight ETF worth $12.3M as of Q2 2026.
Private Wealth Group bought 10,587 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.17M.
Invesco S&P 500 Equal Weight ETF made up 4.74% of Private Wealth Group's portfolio in Q2 2026, its #5 holding.
Private Wealth Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 12 quarters since.
1,022 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.