Revolve Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Revolve Wealth Partners’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	$1.45M	Buy	+6,826	New	+$1.4M	0.15%	88
2026 Q1	–	Sell	-1,226	Closed	-$235K	–	241
2025 Q4	$235K	Sell	1,226 -136	-10%	-$25.8K	0.03%	209
2025 Q3	$258K	Sell	1,362 -157	-10%	-$29.3K	0.03%	191
2025 Q2	$276K	Buy	+1,519	New	+$262K	0.04%	177
2023 Q3	–	Sell	-1,366	Closed	-$204K	–	157
2023 Q2	$204K	Sell	1,366 -3,262	-70%	-$470K	0.05%	142
2023 Q1	$669K	Sell	4,628 -1,163	-20%	-$170K	0.17%	68
2022 Q4	$818K	Buy	5,791 +1,735	+43%	+$243K	0.23%	62
2022 Q3	$516K	Sell	4,056 -1,546	-28%	-$218K	0.17%	67
2022 Q2	$752K	Buy	5,602 +338	+6%	+$49.5K	0.25%	56
2022 Q1	$830K	Buy	5,264 +250	+5%	+$39K	0.24%	57
2021 Q4	$816K	Buy	+5,014	New	+$792K	0.23%	62

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

Revolve Wealth Partners's RSP Position: Q2 2026 in Review

Revolve Wealth Partners opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 6,826 shares worth $1.45M. The stake represents 0.15% of the portfolio and ranks #88 among its holdings. This is a return to the name: Revolve Wealth Partners previously reported a position in RSP as recently as Q4 2025.

Revolve Wealth Partners first reported a position in RSP in Q4 2021 and has held it in 11 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Revolve Wealth Partners held 6,826 shares of Invesco S&P 500 Equal Weight ETF worth $1.45M as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Revolve Wealth Partners position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.15% of Revolve Wealth Partners's portfolio in Q2 2026, its #88 holding.
Revolve Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 11 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.