Sagace Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sagace Wealth Management’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	$7.4M	Buy	34,785 +339	+1%	+$69.4K	4.64%	3
2026 Q1	$6.61M	Sell	34,446 -1,002	-3%	-$199K	4.43%	3
2025 Q4	$6.79M	Sell	35,448 -323	-0.9%	-$61.3K	4.61%	4
2025 Q3	$6.79M	Buy	35,771 +1,750	+5%	+$326K	4.61%	4
2025 Q2	$6.18M	Sell	34,021 -3,111	-8%	-$537K	4.62%	3
2025 Q1	$6.43M	Buy	37,132 +345	+0.9%	+$61.3K	4.86%	4
2024 Q4	$6.45M	Buy	36,787 +12,843	+54%	+$2.32M	4.82%	4
2024 Q3	$4.34M	Buy	23,944 +5,458	+30%	+$932K	3.35%	7
2024 Q2	$3.14M	Buy	+18,486	New	+$3.04M	3.07%	10

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

Sagace Wealth Management's RSP Position: Q2 2026 in Review

Sagace Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.98% in Q2 2026, buying an estimated $69.4K and bringing the position to 34,785 shares worth $7.4M. The position accounts for 4.64% of the portfolio, ranked #3.

Sagace Wealth Management first reported a position in RSP in Q2 2024 and has held it in 9 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Sagace Wealth Management held 34,785 shares of Invesco S&P 500 Equal Weight ETF worth $7.4M as of Q2 2026.
Sagace Wealth Management bought 339 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $69.4K.
Invesco S&P 500 Equal Weight ETF made up 4.64% of Sagace Wealth Management's portfolio in Q2 2026, its #3 holding.
Sagace Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.