River Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

River Wealth Advisors’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	$5.95M	Buy	27,976 +2,357	+9%	+$482K	0.62%	37
2026 Q1	$4.92M	Buy	+25,619	New	+$5.08M	0.56%	48
2024 Q4	–	Sell	-1,732	Closed	-$310K	–	218
2024 Q3	$310K	Buy	+1,732	New	+$296K	0.04%	174
2019 Q1	–	Sell	-297	Closed	-$27K	–	404
2018 Q4	$27K	Sell	297 -299	-50%	-$29.6K	0.01%	314
2018 Q3	$64K	Hold	596	–	–	0.02%	255
2018 Q2	$61K	Buy	+596	New	+$60.4K	0.02%	255

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

River Wealth Advisors's RSP Position: Q2 2026 in Review

River Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 9.2% in Q2 2026, buying an estimated $482K and bringing the position to 27,976 shares worth $5.95M. The position accounts for 0.62% of the portfolio, ranked #37.

River Wealth Advisors first reported a position in RSP in Q2 2018 and has held it in 6 quarters since. 2,319 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

River Wealth Advisors held 27,976 shares of Invesco S&P 500 Equal Weight ETF worth $5.95M as of Q2 2026.
River Wealth Advisors bought 2,357 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $482K.
Invesco S&P 500 Equal Weight ETF made up 0.62% of River Wealth Advisors's portfolio in Q2 2026, its #37 holding.
River Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and has held it in 6 quarters since.
2,319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.