Savant Capital’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Savant Capital’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	$129M	Buy	585,575 +573,772	+4,861%	+$117M	0.38%	43
2026 Q1	$2.27M	Buy	11,803 +971	+9%	+$192K	0.01%	400
2025 Q4	$2.07M	Buy	10,832 +563	+5%	+$107K	0.01%	401
2025 Q3	$1.95M	Buy	10,269 +336	+3%	+$62.6K	0.01%	397
2025 Q2	$1.81M	Buy	9,933 +554	+6%	+$95.6K	0.01%	381
2025 Q1	$1.62M	Buy	9,379 +88	+0.9%	+$15.6K	0.01%	363
2024 Q4	$1.63M	Buy	9,291 +770	+9%	+$139K	0.01%	497
2024 Q3	$1.53M	Buy	8,521 +71	+0.8%	+$12.1K	0.01%	506
2024 Q2	$1.39M	Sell	8,450 -147	-2%	-$24.2K	0.01%	486
2024 Q1	$1.46M	Buy	8,597 +352	+4%	+$56.5K	0.02%	435
2023 Q4	$1.3M	Buy	8,245 +946	+13%	+$137K	0.02%	363
2023 Q3	$1.03M	Sell	7,299 -15,075	-67%	-$2.25M	0.02%	381
2023 Q2	$3.35M	Sell	22,374 -197	-0.9%	-$28.4K	0.05%	203
2023 Q1	$3.26M	Buy	22,571 +12,149	+117%	+$1.78M	0.06%	176
2022 Q4	$1.47M	Buy	10,422 +580	+6%	+$81.1K	0.04%	203
2022 Q3	$1.25M	Buy	9,842 +1,156	+13%	+$163K	0.04%	205
2022 Q2	$1.17M	Buy	8,686 +898	+12%	+$131K	0.04%	212
2022 Q1	$1.23M	Hold	7,788	–	–	0.04%	214
2021 Q4	$1.27M	Buy	7,788 +206	+3%	+$32.5K	0.04%	213
2021 Q3	$1.14M	Buy	7,582 +98	+1%	+$15K	0.04%	205
2021 Q2	$1.13M	Buy	7,484 +1	+0%	+$149	0.05%	193
2021 Q1	$1.06M	Buy	7,483 +181	+2%	+$24.4K	0.06%	190
2020 Q4	$931K	Sell	7,302 -410	-5%	-$48.8K	0.05%	194
2020 Q3	$834K	Buy	7,712 +125	+2%	+$13.5K	0.06%	192
2020 Q2	$772K	Sell	7,587 -3,361	-31%	-$324K	0.06%	192
2020 Q1	$920K	Buy	10,948 +1,961	+22%	+$208K	0.09%	160
2019 Q4	$1.04M	Hold	8,987	–	–	0.13%	135
2019 Q3	$971K	Hold	8,987	–	–	0.13%	121
2019 Q2	$969K	Hold	8,987	–	–	0.14%	128
2019 Q1	$939K	Sell	8,987 -1,435	-14%	-$145K	0.18%	105
2018 Q4	$953K	Sell	10,422 -1,708	-14%	-$169K	0.2%	96
2018 Q3	$1.3M	Buy	+12,130	New	+$1.28M	0.23%	83

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

Savant Capital's RSP Position: Q2 2026 in Review

Savant Capital increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4,861% in Q2 2026, buying an estimated $117M and bringing the position to 585,575 shares worth $129M. The position accounts for 0.38% of the portfolio, ranked #43.

Savant Capital first reported a position in RSP in Q3 2018 and has held it in 32 quarters since. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Savant Capital held 585,575 shares of Invesco S&P 500 Equal Weight ETF worth $129M as of Q2 2026.
Savant Capital bought 573,772 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $117M.
Invesco S&P 500 Equal Weight ETF made up 0.38% of Savant Capital's portfolio in Q2 2026, its #43 holding.
Savant Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2018 and has held it in 32 quarters since.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.