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

SHP 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	$199K	Sell	935 -297	-24%	-$60.8K	0.01%	302
2026 Q1	$236K	Buy	1,232 +649	+111%	+$129K	0.02%	237
2025 Q4	$112K	Buy	+583	New	+$111K	0.01%	331

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

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

SHP Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 24% in Q2 2026, selling an estimated $60.8K and leaving 935 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #302.

SHP Wealth Management first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. The position peaked at $236K in Q1 2026. 2,321 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

SHP Wealth Management held 935 shares of Invesco S&P 500 Equal Weight ETF worth $199K as of Q2 2026.
SHP Wealth Management sold 297 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $60.8K.
Invesco S&P 500 Equal Weight ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #302 holding.
SHP Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
SHP Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $236K in Q1 2026.
2,321 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.