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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

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
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
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 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. 714 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.
  • 714 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.