RWA Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

RWA Wealth Partners’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	$11M	Buy	51,844 +1,748	+3%	+$358K	0.11%	108
2026 Q1	$9.61M	Buy	50,096 +6,206	+14%	+$1.23M	0.11%	107
2025 Q4	$8.41M	Buy	43,890 +77	+0.2%	+$14.6K	0.09%	124
2025 Q3	$8.31M	Buy	43,813 +521	+1%	+$97.1K	0.09%	129
2025 Q2	$7.87M	Buy	43,292 +1,954	+5%	+$337K	0.1%	120
2025 Q1	$7.16M	Buy	41,338 +34,978	+550%	+$6.22M	0.09%	123
2024 Q4	$1.11M	Buy	6,360 +64	+1%	+$11.6K	0.01%	305
2024 Q3	$1.13M	Buy	6,296 +816	+15%	+$139K	0.01%	311
2024 Q2	$900K	Sell	5,480 -356	-6%	-$58.6K	0.01%	317
2024 Q1	$988K	Buy	5,836 +31	+0.5%	+$4.98K	0.01%	306
2023 Q4	$916K	Buy	5,805 +2,642	+84%	+$384K	0.01%	300
2023 Q3	$448K	Buy	3,163 +299	+10%	+$44.7K	0.01%	280
2023 Q2	$429K	Buy	2,864 +1,177	+70%	+$170K	0.01%	244
2023 Q1	$244K	Hold	1,687	–	–	0.01%	233
2022 Q4	$250K	Hold	1,687	–	–	0.01%	234
2022 Q3	$215K	Buy	+1,687	New	+$238K	0.02%	223
2018 Q3	–	Sell	-102	Closed	-$10K	–	604
2018 Q2	$10K	Hold	102	–	–	﹤0.01%	618
2018 Q1	$10K	Buy	+102	New	+$10.4K	﹤0.01%	451

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

RWA Wealth Partners's RSP Position: Q2 2026 in Review

RWA Wealth Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.5% in Q2 2026, buying an estimated $358K and bringing the position to 51,844 shares worth $11M. The position accounts for 0.11% of the portfolio, ranked #108.

RWA Wealth Partners first reported a position in RSP in Q1 2018 and has held it in 18 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

RWA Wealth Partners held 51,844 shares of Invesco S&P 500 Equal Weight ETF worth $11M as of Q2 2026.
RWA Wealth Partners bought 1,748 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $358K.
Invesco S&P 500 Equal Weight ETF made up 0.11% of RWA Wealth Partners's portfolio in Q2 2026, its #108 holding.
RWA Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2018 and has held it in 18 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.