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

Simplicity Wealth’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	$3.35M	Buy	15,725 +8,814	+128%	+$1.8M	0.11%	189
2026 Q1	$1.33M	Sell	6,911 -734	-10%	-$145K	0.08%	244
2025 Q4	$1.46M	Sell	7,645 -6,426	-46%	-$1.22M	0.09%	220
2025 Q3	$2.67M	Sell	14,071 -9,249	-40%	-$1.72M	0.15%	145
2025 Q2	$4.24M	Buy	23,320 +11,277	+94%	+$1.95M	0.18%	128
2025 Q1	$2.09M	Sell	12,043 -7,378	-38%	-$1.31M	0.16%	147
2024 Q4	$3.4M	Buy	19,421 +1,461	+8%	+$264K	0.71%	29
2024 Q3	$3.22M	Sell	17,960 -58,146	-76%	-$9.93M	0.3%	76
2024 Q2	$12.5M	Buy	76,106 +7,846	+11%	+$1.29M	0.28%	75
2024 Q1	$11.6M	Buy	+68,260	New	+$11M	0.28%	73

Other funds holding RSP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Simplicity Wealth's RSP Position: Q2 2026 in Review

Simplicity Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 128% in Q2 2026, buying an estimated $1.8M and bringing the position to 15,725 shares worth $3.35M. The position accounts for 0.11% of the portfolio, ranked #189.

Simplicity Wealth first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.5M in Q2 2024. 1,664 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Simplicity Wealth held 15,725 shares of Invesco S&P 500 Equal Weight ETF worth $3.35M as of Q2 2026.
Simplicity Wealth bought 8,814 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.8M.
Invesco S&P 500 Equal Weight ETF made up 0.11% of Simplicity Wealth's portfolio in Q2 2026, its #189 holding.
Simplicity Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $12.5M in Q2 2024.
1,664 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.