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Southland Equity Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Southland Equity Partners’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 		$360K Sell
1,692
-49
-3% -$10K 0.06% 217
2026
Q1 		$334K Buy
1,741
+372
+27% +$73.7K 0.07% 199
2025
Q4 		$262K Sell
1,369
-16
-1% -$3.04K 0.05% 214
2025
Q3 		$263K Buy
1,385
+146
+12% +$27.2K 0.05% 203
2025
Q2 		$225K Sell
1,239
-45
-4% -$7.77K 0.05% 220
2025
Q1 		$222K Hold
1,284
– – 0.05% 211
2024
Q4 		$225K Sell
1,284
-55
-4% -$9.94K 0.05% 203
2024
Q3 		$240K Sell
1,339
-408
-23% -$69.7K 0.06% 198
2024
Q2 		$287K Buy
1,747
+38
+2% +$6.25K 0.08% 163
2024
Q1 		$289K Buy
1,709
+296
+21% +$47.5K 0.08% 165
2023
Q4 		$223K Sell
1,413
-33
-2% -$4.79K 0.07% 177
2023
Q3 		$205K Sell
1,446
-277
-16% -$41.4K 0.07% 178
2023
Q2 		$258K Hold
1,723
– – 0.09% 159
2023
Q1 		$249K Buy
+1,723
New +$252K 0.1% 155
2022
Q2 		– Sell
-1,323
Closed -$209K – 174
2022
Q1 		$209K Buy
1,323
+20
+2% +$3.12K 0.09% 168
2021
Q4 		$212K Buy
+1,303
New +$206K 0.09% 160

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Southland Equity Partners's RSP Position: Q2 2026 in Review

Southland Equity Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.8% in Q2 2026, selling an estimated $10K and leaving 1,692 shares worth $360K. The position accounts for 0.06% of the portfolio, ranked #217.

Southland Equity Partners first reported a position in RSP in Q4 2021 and has held it in 16 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Southland Equity Partners held 1,692 shares of Invesco S&P 500 Equal Weight ETF worth $360K as of Q2 2026.
  • Southland Equity Partners sold 49 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $10K.
  • Invesco S&P 500 Equal Weight ETF made up 0.06% of Southland Equity Partners's portfolio in Q2 2026, its #217 holding.
  • Southland Equity Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.