Sound View Wealth Advisors Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sound View Wealth Advisors Group’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	$296K	Buy	1,389 +25	+2%	+$5.12K	0.02%	359
2026 Q1	$262K	Buy	1,364 +19	+1%	+$3.77K	0.02%	365
2025 Q4	$258K	Buy	1,345 +3	+0.2%	+$569	0.02%	368
2025 Q3	$255K	Buy	1,342 +9	+0.7%	+$1.68K	0.02%	375
2025 Q2	$242K	Sell	1,333 -21	-2%	-$3.63K	0.02%	377
2025 Q1	$235K	Buy	1,354 +5	+0.4%	+$889	0.02%	373
2024 Q4	$236K	Buy	1,349 +179	+15%	+$32.4K	0.02%	376
2024 Q3	$210K	Buy	+1,170	New	+$200K	0.02%	395

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

Sound View Wealth Advisors Group's RSP Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.8% in Q2 2026, buying an estimated $5.12K and bringing the position to 1,389 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #359.

Sound View Wealth Advisors Group first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. 2,320 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Sound View Wealth Advisors Group held 1,389 shares of Invesco S&P 500 Equal Weight ETF worth $296K as of Q2 2026.
Sound View Wealth Advisors Group bought 25 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $5.12K.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #359 holding.
Sound View Wealth Advisors Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
2,320 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.