Sax Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sax Wealth Advisors’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	$4.11M	Sell	21,412 -2,035	-9%	-$416K	0.17%	96
2026 Q1	$4.49M	Hold	23,447	–	–	0.22%	77
2025 Q4	$4.49M	Buy	23,447 +3,657	+18%	+$694K	0.21%	78
2025 Q3	$3.75M	Buy	19,790 +509	+3%	+$94.8K	0.2%	71
2025 Q2	$3.5M	Buy	19,281 +9,887	+105%	+$1.71M	0.21%	72
2025 Q1	$1.63M	Buy	9,394 +2,904	+45%	+$516K	0.12%	98
2024 Q4	$1.14M	Buy	6,490 +2,452	+61%	+$443K	0.09%	109
2024 Q3	$723K	Buy	4,038 +1,714	+74%	+$293K	0.06%	122
2024 Q2	$382K	Buy	+2,324	New	+$382K	0.04%	178

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

Sax Wealth Advisors's RSP Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 8.7% in Q2 2026, selling an estimated $416K and leaving 21,412 shares worth $4.11M. The position accounts for 0.17% of the portfolio, ranked #96.

Sax Wealth Advisors first reported a position in RSP in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.49M in Q1 2026. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Sax Wealth Advisors held 21,412 shares of Invesco S&P 500 Equal Weight ETF worth $4.11M as of Q2 2026.
Sax Wealth Advisors sold 2,035 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $416K.
Invesco S&P 500 Equal Weight ETF made up 0.17% of Sax Wealth Advisors's portfolio in Q2 2026, its #96 holding.
Sax Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $4.49M in Q1 2026.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.