SHF
RSP icon

Safe Harbor Fiduciary’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Safe Harbor Fiduciary’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 		$4.36M Buy
+20,483
New +$4.19M 3.39% 9
2024
Q4 		– Sell
-43
Closed -$7.7K – 215
2024
Q3 		$7.7K Buy
+43
New +$7.35K 0.01% 140

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Safe Harbor Fiduciary's RSP Position: Q2 2026 in Review

Safe Harbor Fiduciary opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 20,483 shares worth $4.36M. The stake represents 3.39% of the portfolio and ranks #9 among its holdings. This is a return to the name: Safe Harbor Fiduciary previously reported a position in RSP as recently as Q3 2024.

Safe Harbor Fiduciary first reported a position in RSP in Q3 2024 and has held it in 2 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Safe Harbor Fiduciary held 20,483 shares of Invesco S&P 500 Equal Weight ETF worth $4.36M as of Q2 2026.
  • Invesco S&P 500 Equal Weight ETF was a new Safe Harbor Fiduciary position in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 3.39% of Safe Harbor Fiduciary's portfolio in Q2 2026, its #9 holding.
  • Safe Harbor Fiduciary first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 2 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2026, filed 14 Aug 2026.