Ritholtz Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Ritholtz Wealth Management’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	$1.42M	Sell	6,683 -1,378	-17%	-$282K	0.02%	522
2026 Q1	$1.55M	Buy	8,061 +2,491	+45%	+$494K	0.03%	439
2025 Q4	$1.07M	Sell	5,570 -361	-6%	-$68.5K	0.02%	504
2025 Q3	$1.13M	Buy	5,931 +85	+1%	+$15.8K	0.02%	463
2025 Q2	$1.06M	Buy	5,846 +2,415	+70%	+$417K	0.02%	437
2025 Q1	$594K	Buy	3,431 +589	+21%	+$105K	0.02%	543
2024 Q4	$498K	Sell	2,842 -320	-10%	-$57.9K	0.01%	565
2024 Q3	$566K	Buy	3,162 +929	+42%	+$159K	0.02%	527
2024 Q2	$367K	Sell	2,233 -81	-4%	-$13.3K	0.01%	611
2024 Q1	$392K	Buy	2,314 +37	+2%	+$5.94K	0.01%	574
2023 Q4	$359K	Buy	2,277 +539	+31%	+$78.3K	0.01%	561
2023 Q3	$246K	Buy	1,738 +6	+0.3%	+$896	0.01%	593
2023 Q2	$259K	Sell	1,732 -49	-3%	-$7.06K	0.01%	577
2023 Q1	$258K	Sell	1,781 -98	-5%	-$14.3K	0.01%	550
2022 Q4	$265K	Sell	1,879 -69	-4%	-$9.65K	0.01%	479
2022 Q3	$248K	Buy	1,948 +45	+2%	+$6.35K	0.01%	603
2022 Q2	$255K	Buy	1,903 +8	+0.4%	+$1.17K	0.02%	445
2022 Q1	$299K	Buy	1,895 +6	+0.3%	+$936	0.02%	418
2021 Q4	$307K	Sell	1,889 -264	-12%	-$41.7K	0.02%	410
2021 Q3	$323K	Buy	2,153 +273	+15%	+$41.8K	0.02%	355
2021 Q2	$283K	Sell	1,880 -5	-0.3%	-$744	0.02%	380
2021 Q1	$267K	Buy	+1,885	New	+$254K	0.02%	339
2020 Q3	–	Sell	-3,316	Closed	-$337K	–	342
2020 Q2	$337K	Buy	+3,316	New	+$320K	0.04%	159
2019 Q4	–	Sell	-2,010	Closed	-$217K	–	165
2019 Q3	$217K	Hold	2,010	–	–	0.04%	122
2019 Q2	$217K	Hold	2,010	–	–	0.04%	116
2019 Q1	$210K	Buy	+2,010	New	+$203K	0.04%	121
2018 Q4	–	Sell	-2,010	Closed	-$215K	–	131
2018 Q3	$215K	Hold	2,010	–	–	0.05%	108
2018 Q2	$205K	Buy	+2,010	New	+$204K	0.06%	113
2018 Q1	–	Sell	-2,010	Closed	-$203K	–	125
2017 Q4	$203K	Buy	+2,010	New	+$197K	0.06%	111

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

Ritholtz Wealth Management's RSP Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 17% in Q2 2026, selling an estimated $282K and leaving 6,683 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #522.

Ritholtz Wealth Management first reported a position in RSP in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.55M in Q1 2026. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Ritholtz Wealth Management held 6,683 shares of Invesco S&P 500 Equal Weight ETF worth $1.42M as of Q2 2026.
Ritholtz Wealth Management sold 1,378 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $282K.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #522 holding.
Ritholtz Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and has held it in 29 quarters since.
Ritholtz Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.55M in Q1 2026.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.