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 Q3	$206K	Sell	989 -8	-0.8%	-$1.73K	0.02%	171
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's RSP Position: Q3 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.8% in Q3 2026, selling an estimated $1.73K and leaving 989 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #171.

Schneider Downs Wealth Management Advisors first reported a position in RSP in Q1 2017 and has held it in 15 quarters since. The position peaked at $500K in Q2 2017. 1,526 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Schneider Downs Wealth Management Advisors held 989 shares of Invesco S&P 500 Equal Weight ETF worth $206K as of Q3 2026.
Schneider Downs Wealth Management Advisors sold 8 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $1.73K.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q3 2026, its #171 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 15 quarters since.
Schneider Downs Wealth Management Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $500K in Q2 2017.
1,526 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.