Retirement Planning Group (Kansas)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Retirement Planning Group (Kansas)’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	$3.75M	Buy	17,640 +297	+2%	+$60.8K	0.1%	103
2026 Q1	$3.33M	Buy	17,343 +12,328	+246%	+$2.44M	0.1%	88
2025 Q4	$961K	Sell	5,015 -324	-6%	-$61.5K	0.03%	198
2025 Q3	$1.01M	Sell	5,339 -318	-6%	-$59.3K	0.04%	184
2025 Q2	$1.03M	Sell	5,657 -209	-4%	-$36.1K	0.04%	145
2025 Q1	$1.02M	Sell	5,866 -975	-14%	-$173K	0.05%	132
2024 Q4	$1.2M	Buy	6,841 +3,659	+115%	+$662K	0.06%	112
2024 Q3	$570K	Sell	3,182 -1,055	-25%	-$180K	0.03%	171
2024 Q2	$696K	Buy	4,237 +1,055	+33%	+$174K	0.04%	132
2024 Q1	$539K	Buy	3,182 +868	+38%	+$139K	0.04%	135
2023 Q4	$365K	Buy	+2,314	New	+$336K	0.03%	133

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

Retirement Planning Group (Kansas)'s RSP Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.7% in Q2 2026, buying an estimated $60.8K and bringing the position to 17,640 shares worth $3.75M. The position accounts for 0.1% of the portfolio, ranked #103.

Retirement Planning Group (Kansas) first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. 2,319 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Retirement Planning Group (Kansas) held 17,640 shares of Invesco S&P 500 Equal Weight ETF worth $3.75M as of Q2 2026.
Retirement Planning Group (Kansas) bought 297 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $60.8K.
Invesco S&P 500 Equal Weight ETF made up 0.1% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #103 holding.
Retirement Planning Group (Kansas) first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
2,319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.