Shepherd Kaplan Krochuk’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Shepherd Kaplan Krochuk’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	$2.03M	Buy	9,557 +2,976	+45%	+$609K	1.62%	23
2026 Q1	$1.26M	Buy	6,581 +1,541	+31%	+$305K	1.06%	27
2025 Q4	$965K	Buy	+5,040	New	+$957K	0.8%	31
2015 Q3	–	Sell	-250	Closed	-$20K	–	442
2015 Q2	$20K	Buy	+250	New	+$20.5K	﹤0.01%	431

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

Shepherd Kaplan Krochuk's RSP Position: Q2 2026 in Review

Shepherd Kaplan Krochuk increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 45% in Q2 2026, buying an estimated $609K and bringing the position to 9,557 shares worth $2.03M. The position accounts for 1.62% of the portfolio, ranked #23.

Shepherd Kaplan Krochuk first reported a position in RSP in Q2 2015 and has held it in 4 quarters since. 2,315 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Shepherd Kaplan Krochuk held 9,557 shares of Invesco S&P 500 Equal Weight ETF worth $2.03M as of Q2 2026.
Shepherd Kaplan Krochuk bought 2,976 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $609K.
Invesco S&P 500 Equal Weight ETF made up 1.62% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #23 holding.
Shepherd Kaplan Krochuk first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2015 and has held it in 4 quarters since.
2,315 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.