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

SMART 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	$1.49M	Sell	6,987 -18,877	-73%	-$3.86M	0.32%	104
2026 Q1	$4.96M	Buy	25,864 +6,462	+33%	+$1.28M	1.45%	15
2025 Q4	$3.72M	Buy	19,402 +3,144	+19%	+$597K	1.13%	27
2025 Q3	$3.08M	Buy	16,258 +14,150	+671%	+$2.64M	1.16%	29
2025 Q2	$383K	Buy	2,108 +58	+3%	+$10K	0.12%	120
2025 Q1	$355K	Buy	+2,050	New	+$365K	0.13%	115

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

SMART Wealth's RSP Position: Q2 2026 in Review

SMART Wealth reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 73% in Q2 2026, selling an estimated $3.86M and leaving 6,987 shares worth $1.49M. The position accounts for 0.32% of the portfolio, ranked #104.

SMART Wealth first reported a position in RSP in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.96M in Q1 2026. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

SMART Wealth held 6,987 shares of Invesco S&P 500 Equal Weight ETF worth $1.49M as of Q2 2026.
SMART Wealth sold 18,877 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $3.86M.
Invesco S&P 500 Equal Weight ETF made up 0.32% of SMART Wealth's portfolio in Q2 2026, its #104 holding.
SMART Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
SMART Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $4.96M in Q1 2026.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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