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

SkyOak 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	$339K	Hold	1,591	–	–	0.06%	167
2026 Q1	$305K	Hold	1,591	–	–	0.06%	176
2025 Q4	$305K	Hold	1,591	–	–	0.05%	180
2025 Q3	$302K	Hold	1,591	–	–	0.06%	188
2025 Q2	$289K	Hold	1,591	–	–	0.06%	181
2025 Q1	$276K	Buy	1,591 +3	+0.2%	+$533	0.06%	181
2024 Q4	$278K	Buy	+1,588	New	+$287K	0.06%	192

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

SkyOak Wealth's RSP Position: Q2 2026 in Review

SkyOak Wealth held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 1,591 shares worth $339K. The position accounts for 0.06% of the portfolio, ranked #167.

SkyOak Wealth first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

SkyOak Wealth held 1,591 shares of Invesco S&P 500 Equal Weight ETF worth $339K as of Q2 2026.
SkyOak Wealth left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.06% of SkyOak Wealth's portfolio in Q2 2026, its #167 holding.
SkyOak Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.