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

SFG Wealth Management’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	$309K	Buy	1,453 +208	+17%	+$42.6K	0.11%	104
2026 Q1	$239K	Sell	1,245 -436	-26%	-$86.4K	0.1%	95
2025 Q4	$322K	Buy	1,681 +329	+24%	+$62.5K	0.13%	105
2025 Q3	$256K	Buy	+1,352	New	+$252K	0.11%	119
2025 Q2	–	Sell	-1,230	Closed	-$213K	–	115
2025 Q1	$213K	Buy	+1,230	New	+$219K	0.1%	112
2024 Q4	–	Sell	-1,351	Closed	-$242K	–	104
2024 Q3	$242K	Buy	1,351 +115	+9%	+$19.6K	0.13%	83
2024 Q2	$203K	Buy	1,236 +54	+5%	+$8.88K	0.12%	86
2024 Q1	$200K	Buy	+1,182	New	+$190K	0.12%	94
2023 Q2	–	Sell	-2,276	Closed	-$329K	–	103
2023 Q1	$329K	Buy	2,276 +187	+9%	+$27.4K	0.36%	48
2022 Q4	$295K	Buy	2,089 +372	+22%	+$52K	0.36%	53
2022 Q3	$219K	Hold	1,717	–	–	0.3%	68
2022 Q2	$230K	Hold	1,717	–	–	0.27%	70
2022 Q1	$271K	Sell	1,717 -875	-34%	-$136K	0.25%	69
2021 Q4	$422K	Buy	+2,592	New	+$410K	0.38%	60

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

SFG Wealth Management's RSP Position: Q2 2026 in Review

SFG Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 17% in Q2 2026, buying an estimated $42.6K and bringing the position to 1,453 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #104.

SFG Wealth Management first reported a position in RSP in Q4 2021 and has held it in 14 quarters since. The position peaked at $422K in Q4 2021. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

SFG Wealth Management held 1,453 shares of Invesco S&P 500 Equal Weight ETF worth $309K as of Q2 2026.
SFG Wealth Management bought 208 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $42.6K.
Invesco S&P 500 Equal Weight ETF made up 0.11% of SFG Wealth Management's portfolio in Q2 2026, its #104 holding.
SFG Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 14 quarters since.
SFG Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $422K in Q4 2021.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.