Richards, Merrill & Peterson’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Richards, Merrill & Peterson’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	$49.4K	Buy	232 +1	+0.4%	+$205	0.02%	244
2026 Q1	$44.4K	Buy	231 +1	+0.4%	+$198	0.02%	233
2025 Q4	$44.1K	Hold	230	–	–	0.02%	219
2025 Q3	$43.5K	Buy	230 +1	+0.4%	+$186	0.02%	190
2025 Q2	$41.5K	Buy	229 +1	+0.4%	+$173	0.02%	181
2025 Q1	$39.4K	Buy	228 +3	+1%	+$533	0.02%	276
2024 Q4	$39.3K	Buy	+225	New	+$40.7K	0.02%	262

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

Richards, Merrill & Peterson's RSP Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.43% in Q2 2026, buying an estimated $205 and bringing the position to 232 shares worth $49.4K. The position accounts for 0.02% of the portfolio, ranked #244.

Richards, Merrill & Peterson first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Richards, Merrill & Peterson held 232 shares of Invesco S&P 500 Equal Weight ETF worth $49.4K as of Q2 2026.
Richards, Merrill & Peterson bought 1 Invesco S&P 500 Equal Weight ETF share in Q2 2026, an estimated $205.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #244 holding.
Richards, Merrill & Peterson first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.