Second Half Financial Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Second Half Financial Partners’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	$2.11M	Buy	9,922 +479	+5%	+$98K	0.87%	17
2026 Q1	$1.81M	Buy	9,443 +1,225	+15%	+$243K	0.82%	19
2025 Q4	$1.57M	Sell	8,218 -925	-10%	-$176K	0.7%	19
2025 Q3	$1.73M	Buy	9,143 +1,194	+15%	+$222K	0.76%	18
2025 Q2	$1.44M	Buy	7,949 +1,265	+19%	+$218K	0.68%	21
2025 Q1	$1.16M	Buy	6,684 +12	+0.2%	+$2.13K	0.57%	26
2024 Q4	$1.17M	Sell	6,672 -53	-0.8%	-$9.58K	0.57%	33
2024 Q3	$1.2M	Buy	6,725 +2,163	+47%	+$370K	0.64%	38
2024 Q2	$749K	Buy	4,562 +22	+0.5%	+$3.62K	0.6%	19
2024 Q1	$769K	Buy	4,540 +3	+0.1%	+$482	0.34%	37
2023 Q4	$716K	Hold	4,537	–	–	0.35%	28
2023 Q3	$643K	Sell	4,537 -527	-10%	-$78.7K	0.32%	22
2023 Q2	$758K	Sell	5,064 -212	-4%	-$30.5K	0.17%	91
2023 Q1	$763K	Sell	5,276 -101	-2%	-$14.8K	0.45%	18
2022 Q4	$816K	Sell	5,377 -50	-0.9%	-$6.99K	0.53%	22
2022 Q3	$691K	Sell	5,427 -260	-5%	-$36.7K	0.86%	19
2022 Q2	$806K	Hold	5,687	–	–	0.62%	36
2022 Q1	$806K	Buy	+5,687	New	+$887K	0.62%	36

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

Second Half Financial Partners's RSP Position: Q2 2026 in Review

Second Half Financial Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.1% in Q2 2026, buying an estimated $98K and bringing the position to 9,922 shares worth $2.11M. The position accounts for 0.87% of the portfolio, ranked #17.

Second Half Financial Partners first reported a position in RSP in Q1 2022 and has held it in 18 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Second Half Financial Partners held 9,922 shares of Invesco S&P 500 Equal Weight ETF worth $2.11M as of Q2 2026.
Second Half Financial Partners bought 479 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $98K.
Invesco S&P 500 Equal Weight ETF made up 0.87% of Second Half Financial Partners's portfolio in Q2 2026, its #17 holding.
Second Half Financial Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 18 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.