Roger Wittlin Investment Advisory’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Roger Wittlin Investment 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	$3.01M	Sell	14,160 -1,195	-8%	-$245K	2.37%	12
2026 Q1	$2.95M	Sell	15,355 -804	-5%	-$159K	2.41%	12
2025 Q4	$3.1M	Sell	16,159 -5,776	-26%	-$1.1M	2.16%	12
2025 Q3	$4.16M	Sell	21,935 -42	-0.2%	-$7.83K	2.31%	11
2025 Q2	$3.99M	Sell	21,977 -4,030	-15%	-$696K	2.23%	11
2025 Q1	$4.51M	Sell	26,007 -2,328	-8%	-$414K	2.64%	10
2024 Q4	$4.97M	Buy	28,335 +4,715	+20%	+$852K	2.78%	10
2024 Q3	$4.23M	Buy	23,620 +4,909	+26%	+$839K	2.43%	12
2024 Q2	$3.07M	Sell	18,711 -4,072	-18%	-$670K	1.97%	12
2024 Q1	$3.86M	Sell	22,783 -1,570	-6%	-$252K	2.71%	11
2023 Q4	$3.84M	Buy	+24,353	New	+$3.54M	2.84%	13

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

Roger Wittlin Investment Advisory's RSP Position: Q2 2026 in Review

Roger Wittlin Investment Advisory reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.8% in Q2 2026, selling an estimated $245K and leaving 14,160 shares worth $3.01M. The position accounts for 2.37% of the portfolio, ranked #12.

Roger Wittlin Investment Advisory first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.97M in Q4 2024. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Roger Wittlin Investment Advisory held 14,160 shares of Invesco S&P 500 Equal Weight ETF worth $3.01M as of Q2 2026.
Roger Wittlin Investment Advisory sold 1,195 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $245K.
Invesco S&P 500 Equal Weight ETF made up 2.37% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #12 holding.
Roger Wittlin Investment Advisory first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Roger Wittlin Investment Advisory's Invesco S&P 500 Equal Weight ETF position peaked at $4.97M in Q4 2024.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.