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

SilverOak 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	–	Sell	-1,174	Closed	-$225K	–	132
2026 Q1	$225K	Buy	1,174 +98	+9%	+$19.4K	0.04%	114
2025 Q4	$206K	Buy	+1,076	New	+$204K	0.03%	115
2025 Q3	–	Sell	-1,489	Closed	-$271K	–	121
2025 Q2	$271K	Buy	+1,489	New	+$257K	0.05%	97

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

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

SilverOak Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 1,174 shares — an estimated $225K sold.

SilverOak Wealth Management first reported a position in RSP in Q2 2025 and held it in 3 quarters. The position peaked at $271K in Q2 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

SilverOak Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
SilverOak Wealth Management sold 1,174 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $225K.
SilverOak Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and held it in 3 quarters.
SilverOak Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $271K in Q2 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.