Ritter Daniher Financial Advisory’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Ritter Daniher Financial Advisory’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	$1.15M	Sell	5,405 -333	-6%	-$68.1K	0.18%	68
2026 Q1	$1.1M	Sell	5,738 -151	-3%	-$29.9K	0.19%	67
2025 Q4	$1.13M	Sell	5,889 -92	-2%	-$17.5K	0.19%	64
2025 Q3	$1.13M	Buy	5,981 +5,883	+6,003%	+$1.1M	0.2%	64
2025 Q2	$17.8K	Hold	98	–	–	﹤0.01%	237
2025 Q1	$16.9K	Hold	98	–	–	﹤0.01%	225
2024 Q4	$17.1K	Hold	98	–	–	﹤0.01%	217
2024 Q3	$17.5K	Buy	+98	New	+$16.7K	0.01%	212
2022 Q2	–	Sell	-100	Closed	-$16K	–	262
2022 Q1	$16K	Buy	+100	New	+$15.6K	0.01%	151

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

Ritter Daniher Financial Advisory's RSP Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.8% in Q2 2026, selling an estimated $68.1K and leaving 5,405 shares worth $1.15M. The position accounts for 0.18% of the portfolio, ranked #68.

Ritter Daniher Financial Advisory first reported a position in RSP in Q1 2022 and has held it in 9 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Ritter Daniher Financial Advisory held 5,405 shares of Invesco S&P 500 Equal Weight ETF worth $1.15M as of Q2 2026.
Ritter Daniher Financial Advisory sold 333 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $68.1K.
Invesco S&P 500 Equal Weight ETF made up 0.18% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #68 holding.
Ritter Daniher Financial Advisory first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 9 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.