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

Schulz Wealth’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	$455K	Buy	+2,140	New	+$438K	0.24%	51
2025 Q4	$410K	Hold	2,140	–	–	0.26%	46
2025 Q3	$406K	Hold	2,140	–	–	0.27%	44
2025 Q2	$389K	Hold	2,140	–	–	0.29%	45
2025 Q1	$371K	Hold	2,140	–	–	0.28%	41
2024 Q4	$375K	Hold	2,140	–	–	0.29%	44
2024 Q3	$383K	Hold	2,140	–	–	0.3%	43
2024 Q2	$352K	Hold	2,140	–	–	0.3%	42
2024 Q1	$362K	Hold	2,140	–	–	0.31%	40
2023 Q4	$338K	Buy	+2,140	New	+$311K	0.32%	39

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

Schulz Wealth's RSP Position: Q2 2026 in Review

Schulz Wealth opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 2,140 shares worth $455K. The stake represents 0.24% of the portfolio and ranks #51 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in RSP as recently as Q4 2025.

Schulz Wealth first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Schulz Wealth held 2,140 shares of Invesco S&P 500 Equal Weight ETF worth $455K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Schulz Wealth position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.24% of Schulz Wealth's portfolio in Q2 2026, its #51 holding.
Schulz Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.