SC&H Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

SC&H Financial 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	$372K	Hold	1,749	–	–	0.05%	112
2026 Q1	$336K	Hold	1,749	–	–	0.05%	115
2025 Q4	$335K	Buy	+1,749	New	+$332K	0.05%	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

SC&H Financial Advisors's RSP Position: Q2 2026 in Review

SC&H Financial Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 1,749 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #112.

SC&H Financial Advisors first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

SC&H Financial Advisors held 1,749 shares of Invesco S&P 500 Equal Weight ETF worth $372K as of Q2 2026.
SC&H Financial Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.05% of SC&H Financial Advisors's portfolio in Q2 2026, its #112 holding.
SC&H Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.