Rather & Kittrell’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Rather & Kittrell’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	$267K	Hold	1,257	–	–	0.04%	97
2026 Q1	$241K	Hold	1,257	–	–	0.04%	99
2025 Q4	$241K	Hold	1,257	–	–	0.04%	98
2025 Q3	$238K	Buy	+1,257	New	+$234K	0.04%	91
2022 Q1	–	Sell	-57	Closed	-$9K	–	248
2021 Q4	$9K	Buy	+57	New	+$9.01K	0.01%	231

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

Rather & Kittrell's RSP Position: Q2 2026 in Review

Rather & Kittrell held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 1,257 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #97.

Rather & Kittrell first reported a position in RSP in Q4 2021 and has held it in 5 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Rather & Kittrell held 1,257 shares of Invesco S&P 500 Equal Weight ETF worth $267K as of Q2 2026.
Rather & Kittrell left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Rather & Kittrell's portfolio in Q2 2026, its #97 holding.
Rather & Kittrell first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 5 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.