Savvy Advisors Inc’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Savvy Advisors Inc’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	$23.8M	Buy	111,855 +23,881	+27%	+$4.89M	0.51%	38
2026 Q1	$16.9M	Buy	87,974 +55,454	+171%	+$11M	0.45%	46
2025 Q4	$6.23M	Buy	32,520 +28,700	+751%	+$5.45M	0.2%	85
2025 Q3	$725K	Buy	3,820 +602	+19%	+$112K	0.03%	334
2025 Q2	$585K	Sell	3,218 -238	-7%	-$41.1K	0.04%	324
2025 Q1	$599K	Buy	3,456 +1,406	+69%	+$250K	0.06%	260
2024 Q4	$359K	Buy	2,050 +250	+14%	+$45.2K	0.04%	300
2024 Q3	$322K	Buy	1,800 +200	+13%	+$34.2K	0.07%	248
2024 Q2	$263K	Hold	1,600	–	–	0.09%	232
2024 Q1	$271K	Sell	1,600 -700	-30%	-$112K	0.16%	178
2023 Q4	$363K	Buy	+2,300	New	+$334K	0.35%	85

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

Savvy Advisors Inc's RSP Position: Q2 2026 in Review

Savvy Advisors Inc increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 27% in Q2 2026, buying an estimated $4.89M and bringing the position to 111,855 shares worth $23.8M. The position accounts for 0.51% of the portfolio, ranked #38.

Savvy Advisors Inc first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Savvy Advisors Inc held 111,855 shares of Invesco S&P 500 Equal Weight ETF worth $23.8M as of Q2 2026.
Savvy Advisors Inc bought 23,881 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $4.89M.
Invesco S&P 500 Equal Weight ETF made up 0.51% of Savvy Advisors Inc's portfolio in Q2 2026, its #38 holding.
Savvy Advisors Inc first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.