Sequent Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sequent Planning’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	$391K	Sell	1,839 -1,646	-47%	-$337K	0.08%	174
2026 Q1	$669K	Sell	3,485 -185	-5%	-$36.7K	0.16%	107
2025 Q4	$703K	Buy	3,670 +2,615	+248%	+$496K	0.18%	101
2025 Q3	$200K	Buy	+1,055	New	+$197K	0.06%	200
2024 Q4	–	Sell	-2,052	Closed	-$368K	–	152
2024 Q3	$368K	Sell	2,052 -658	-24%	-$112K	0.13%	106
2024 Q2	$442K	Buy	2,710 +887	+49%	+$146K	0.15%	93
2024 Q1	$309K	Buy	+1,823	New	+$293K	0.11%	113

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

Sequent Planning's RSP Position: Q2 2026 in Review

Sequent Planning reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 47% in Q2 2026, selling an estimated $337K and leaving 1,839 shares worth $391K. The position accounts for 0.08% of the portfolio, ranked #174.

Sequent Planning first reported a position in RSP in Q1 2024 and has held it in 7 quarters since. The position peaked at $703K in Q4 2025. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Sequent Planning held 1,839 shares of Invesco S&P 500 Equal Weight ETF worth $391K as of Q2 2026.
Sequent Planning sold 1,646 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $337K.
Invesco S&P 500 Equal Weight ETF made up 0.08% of Sequent Planning's portfolio in Q2 2026, its #174 holding.
Sequent Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 7 quarters since.
Sequent Planning's Invesco S&P 500 Equal Weight ETF position peaked at $703K in Q4 2025.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.