Relyea Zuckerberg Hanson’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Relyea Zuckerberg Hanson’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	$438K	Hold	2,059	–	–	0.04%	198
2026 Q1	$395K	Hold	2,059	–	–	0.04%	186
2025 Q4	$394K	Sell	2,059 -1,072	-34%	-$203K	0.04%	191
2025 Q3	$594K	Sell	3,131 -4,932	-61%	-$919K	0.06%	135
2025 Q2	$1.47M	Buy	8,063 +4,632	+135%	+$800K	0.17%	83
2025 Q1	$594K	Hold	3,431	–	–	0.08%	124
2024 Q4	$601K	Hold	3,431	–	–	0.08%	129
2024 Q3	$615K	Buy	3,431 +1	+0%	+$171	0.09%	117
2024 Q2	$564K	Sell	3,430 -594	-15%	-$97.7K	0.09%	112
2024 Q1	$682K	Buy	4,024 +665	+20%	+$107K	0.12%	94
2023 Q4	$530K	Buy	3,359 +370	+12%	+$53.8K	0.1%	111
2023 Q3	$423K	Hold	2,989	–	–	0.1%	118
2023 Q2	$447K	Buy	2,989 +13	+0.4%	+$1.87K	0.1%	118
2023 Q1	$430K	Buy	+2,976	New	+$436K	0.11%	115

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

Relyea Zuckerberg Hanson's RSP Position: Q2 2026 in Review

Relyea Zuckerberg Hanson held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 2,059 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #198.

Relyea Zuckerberg Hanson first reported a position in RSP in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.47M in Q2 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Relyea Zuckerberg Hanson held 2,059 shares of Invesco S&P 500 Equal Weight ETF worth $438K as of Q2 2026.
Relyea Zuckerberg Hanson 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 Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #198 holding.
Relyea Zuckerberg Hanson first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 14 quarters since.
Relyea Zuckerberg Hanson's Invesco S&P 500 Equal Weight ETF position peaked at $1.47M in Q2 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.