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Shaker Investments’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Shaker Investments’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 		$308K Buy
1,446
+376
+35% +$76.9K 0.11% 74
2026
Q1 		$205K Sell
1,070
-161
-13% -$31.9K 0.09% 81
2025
Q4 		$236K Buy
+1,231
New +$234K 0.1% 77
2025
Q2 		– Sell
-1,281
Closed -$222K – 111
2025
Q1 		$222K Buy
+1,281
New +$228K 0.11% 91

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Shaker Investments's RSP Position: Q2 2026 in Review

Shaker Investments increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 35% in Q2 2026, buying an estimated $76.9K and bringing the position to 1,446 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #74.

Shaker Investments first reported a position in RSP in Q1 2025 and has held it in 4 quarters since. 781 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Shaker Investments held 1,446 shares of Invesco S&P 500 Equal Weight ETF worth $308K as of Q2 2026.
  • Shaker Investments bought 376 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $76.9K.
  • Invesco S&P 500 Equal Weight ETF made up 0.11% of Shaker Investments's portfolio in Q2 2026, its #74 holding.
  • Shaker Investments first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 4 quarters since.
  • 781 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.