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

Sagespring 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	$1.52M	Buy	7,140 +1,575	+28%	+$322K	0.02%	264
2026 Q1	$1.07M	Sell	5,565 -32	-0.6%	-$6.34K	0.02%	307
2025 Q4	$1.07M	Sell	5,597 -6,707	-55%	-$1.27M	0.02%	298
2025 Q3	$2.33M	Buy	12,304 +5,705	+86%	+$1.06M	0.05%	166
2025 Q2	$1.2M	Buy	6,599 +2,107	+47%	+$364K	0.03%	253
2025 Q1	$778K	Sell	4,492 -11,839	-72%	-$2.11M	0.02%	289
2024 Q4	$2.86M	Buy	+16,331	New	+$2.95M	0.08%	114

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

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

Sagespring Wealth Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 28% in Q2 2026, buying an estimated $322K and bringing the position to 7,140 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #264.

Sagespring Wealth Partners first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.86M in Q4 2024. 2,319 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Sagespring Wealth Partners held 7,140 shares of Invesco S&P 500 Equal Weight ETF worth $1.52M as of Q2 2026.
Sagespring Wealth Partners bought 1,575 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $322K.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #264 holding.
Sagespring Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $2.86M in Q4 2024.
2,319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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