RMR Wealth Builders’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

RMR Wealth Builders’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	$709K	Buy	3,334 +467	+16%	+$95.6K	0.04%	161
2026 Q1	$550K	Buy	2,867 +574	+25%	+$114K	0.04%	164
2025 Q4	$439K	Buy	2,293 +61	+3%	+$11.6K	0.04%	188
2025 Q3	$423K	Buy	2,232 +984	+79%	+$183K	0.04%	188
2025 Q2	$227K	Buy	+1,248	New	+$215K	0.02%	261
2021 Q2	–	Sell	-641	Closed	-$91K	–	590
2021 Q1	$91K	Buy	+641	New	+$86.5K	0.02%	279

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

RMR Wealth Builders's RSP Position: Q2 2026 in Review

RMR Wealth Builders increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 16% in Q2 2026, buying an estimated $95.6K and bringing the position to 3,334 shares worth $709K. The position accounts for 0.04% of the portfolio, ranked #161.

RMR Wealth Builders first reported a position in RSP in Q1 2021 and has held it in 6 quarters since. 938 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

RMR Wealth Builders held 3,334 shares of Invesco S&P 500 Equal Weight ETF worth $709K as of Q2 2026.
RMR Wealth Builders bought 467 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $95.6K.
Invesco S&P 500 Equal Weight ETF made up 0.04% of RMR Wealth Builders's portfolio in Q2 2026, its #161 holding.
RMR Wealth Builders first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and has held it in 6 quarters since.
938 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.