Richardson Financial Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Richardson Financial Services’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	$17.7K	Hold	83	–	–	0.01%	436
2026 Q1	$15.9K	Hold	83	–	–	0.01%	435
2025 Q4	$5.62K	Hold	83	–	–	﹤0.01%	510
2025 Q3	$15.7K	Hold	83	–	–	0.01%	403
2025 Q2	$15.1K	Hold	83	–	–	0.01%	366
2025 Q1	$14.4K	Hold	83	–	–	0.01%	348
2024 Q4	$14.5K	Sell	83 -83	-50%	-$15K	0.01%	360
2024 Q3	$28.5K	Buy	166 +83	+100%	+$14.2K	0.02%	310
2024 Q2	$13.6K	Hold	83	–	–	0.01%	355
2024 Q1	$14.1K	Buy	+83	New	+$13.3K	0.01%	375

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

Richardson Financial Services's RSP Position: Q2 2026 in Review

Richardson Financial Services held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 83 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #436.

Richardson Financial Services first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. The position peaked at $28.5K in Q3 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Richardson Financial Services held 83 shares of Invesco S&P 500 Equal Weight ETF worth $17.7K as of Q2 2026.
Richardson Financial Services left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #436 holding.
Richardson Financial Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
Richardson Financial Services's Invesco S&P 500 Equal Weight ETF position peaked at $28.5K in Q3 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.