Smartleaf Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Smartleaf Asset 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	$222K	Hold	1,042	–	–	0.01%	784
2026 Q1	$196K	Sell	1,042 -330	-24%	-$65.4K	0.01%	793
2025 Q4	$265K	Buy	1,372 +837	+156%	+$159K	0.01%	689
2025 Q3	$101K	Buy	535 +112	+26%	+$20.9K	0.01%	1063
2025 Q2	$76.7K	Buy	423 +110	+35%	+$19K	0.01%	980
2025 Q1	$53.9K	Sell	313 -236	-43%	-$42K	0.01%	1106
2024 Q4	$96.1K	Buy	549 +184	+50%	+$33.3K	0.01%	853
2024 Q3	$65.3K	Buy	365 +358	+5,114%	+$61.2K	0.01%	829
2024 Q2	$1.15K	Buy	7 +4	+133%	+$658	﹤0.01%	2382
2024 Q1	$506	Hold	3	–	–	﹤0.01%	1741
2023 Q4	$516	Buy	+3	New	+$436	﹤0.01%	1075

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

Smartleaf Asset Management's RSP Position: Q2 2026 in Review

Smartleaf Asset Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 1,042 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #784.

Smartleaf Asset Management first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $265K in Q4 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Smartleaf Asset Management held 1,042 shares of Invesco S&P 500 Equal Weight ETF worth $222K as of Q2 2026.
Smartleaf Asset Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #784 holding.
Smartleaf Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's Invesco S&P 500 Equal Weight ETF position peaked at $265K in Q4 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.