SimpliFi Inc’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

SimpliFi Inc’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	$36M	Sell	169,356 -1,779	-1%	-$364K	14.24%	2
2026 Q1	$32.8M	Sell	171,135 -402	-0.2%	-$79.7K	13.79%	2
2025 Q4	$32.9M	Buy	171,537 +114,836	+203%	+$21.8M	13.9%	2
2025 Q3	$10.8M	Sell	56,701 -925	-2%	-$172K	4.6%	9
2025 Q2	$10.5M	Buy	57,626 +162	+0.3%	+$28K	4.62%	10
2025 Q1	$9.95M	Sell	57,464 -173	-0.3%	-$30.8K	4.57%	10
2024 Q4	$10.1M	Sell	57,637 -237	-0.4%	-$42.9K	4.62%	10
2024 Q3	$10.4M	Sell	57,874 -35	-0.1%	-$5.98K	4.6%	10
2024 Q2	$9.51M	Buy	57,909 +1,125	+2%	+$185K	4.39%	10
2024 Q1	$9.62M	Buy	+56,784	New	+$9.12M	4.4%	10

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

SimpliFi Inc's RSP Position: Q2 2026 in Review

SimpliFi Inc reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1% in Q2 2026, selling an estimated $364K and leaving 169,356 shares worth $36M. The position accounts for 14.24% of the portfolio, ranked #2.

SimpliFi Inc first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

SimpliFi Inc held 169,356 shares of Invesco S&P 500 Equal Weight ETF worth $36M as of Q2 2026.
SimpliFi Inc sold 1,779 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $364K.
Invesco S&P 500 Equal Weight ETF made up 14.24% of SimpliFi Inc's portfolio in Q2 2026, its #2 holding.
SimpliFi Inc first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.