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

Schneider Downs Wealth Management 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	$212K	Buy	+997	New	+$204K	0.02%	166
2022 Q3	–	Sell	-1,515	Closed	-$203K	–	141
2022 Q2	$203K	Hold	1,515	–	–	0.06%	135
2022 Q1	$239K	Hold	1,515	–	–	0.06%	131
2021 Q4	$247K	Hold	1,515	–	–	0.06%	135
2021 Q3	$227K	Hold	1,515	–	–	0.06%	131
2021 Q2	$228K	Hold	1,515	–	–	0.06%	128
2021 Q1	$215K	Buy	+1,515	New	+$204K	0.05%	128
2018 Q4	–	Sell	-3,349	Closed	-$358K	–	70
2018 Q3	$358K	Hold	3,349	–	–	0.23%	38
2018 Q2	$341K	Sell	3,349 -254	-7%	-$25.7K	0.23%	34
2018 Q1	$358K	Sell	3,603 -1,212	-25%	-$124K	0.2%	33
2017 Q4	$486K	Sell	4,815 -310	-6%	-$30.4K	0.28%	20
2017 Q3	$490K	Sell	5,125 -275	-5%	-$25.7K	0.32%	21
2017 Q2	$500K	Hold	5,400	–	–	0.33%	20
2017 Q1	$490K	Buy	+5,400	New	+$485K	0.34%	23

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

Schneider Downs Wealth Management Advisors's RSP Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 997 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #166 among its holdings. This is a return to the name: Schneider Downs Wealth Management Advisors previously reported a position in RSP as recently as Q2 2022.

Schneider Downs Wealth Management Advisors first reported a position in RSP in Q1 2017 and has held it in 14 quarters since. The position peaked at $500K in Q2 2017. 2,320 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Schneider Downs Wealth Management Advisors held 997 shares of Invesco S&P 500 Equal Weight ETF worth $212K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Schneider Downs Wealth Management Advisors position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #166 holding.
Schneider Downs Wealth Management Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2017 and has held it in 14 quarters since.
Schneider Downs Wealth Management Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $500K in Q2 2017.
2,320 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.