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

Sard Wealth Management Group’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	$19.8M	Buy	92,955 +2,813	+3%	+$576K	9.46%	4
2026 Q1	$17.3M	Buy	90,142 +61	+0.1%	+$12.1K	9.41%	4
2025 Q4	$17.3M	Buy	90,081 +760	+0.9%	+$144K	9.47%	4
2025 Q3	$16.9M	Buy	89,321 +1,510	+2%	+$281K	9.67%	4
2025 Q2	$16M	Buy	87,811 +1,101	+1%	+$190K	9.84%	4
2025 Q1	$15M	Buy	86,710 +1,785	+2%	+$317K	10.07%	4
2024 Q4	$14.9M	Sell	84,925 -25	-0%	-$4.52K	9.99%	4
2024 Q3	$15.2M	Buy	84,950 +683	+0.8%	+$117K	10.06%	3
2024 Q2	$13.8M	Buy	84,267 +57,534	+215%	+$9.46M	9.72%	4
2024 Q1	$4.53M	Buy	26,733 +6,082	+29%	+$977K	4.09%	8
2023 Q4	$3.26M	Buy	+20,651	New	+$3M	3.29%	9

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

Sard Wealth Management Group's RSP Position: Q2 2026 in Review

Sard Wealth Management Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.1% in Q2 2026, buying an estimated $576K and bringing the position to 92,955 shares worth $19.8M. The position accounts for 9.46% of the portfolio, ranked #4.

Sard Wealth Management Group first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Sard Wealth Management Group held 92,955 shares of Invesco S&P 500 Equal Weight ETF worth $19.8M as of Q2 2026.
Sard Wealth Management Group bought 2,813 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $576K.
Invesco S&P 500 Equal Weight ETF made up 9.46% of Sard Wealth Management Group's portfolio in Q2 2026, its #4 holding.
Sard Wealth Management Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.