SSA Swiss Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

SSA Swiss Advisors’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	$14.4M	Sell	67,745 -569	-0.8%	-$116K	5.41%	2
2026 Q1	$13.1M	Buy	68,314 +20,779	+44%	+$4.12M	6.08%	1
2025 Q4	$9.11M	Sell	47,535 -7,716	-14%	-$1.46M	4.25%	1
2025 Q3	$10.5M	Buy	55,251 +2,571	+5%	+$479K	4.86%	1
2025 Q2	$9.83M	Sell	52,680 -7,837	-13%	-$1.35M	4.74%	1
2025 Q1	$10.5M	Buy	+60,517	New	+$10.8M	5.37%	1

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

SSA Swiss Advisors's RSP Position: Q2 2026 in Review

SSA Swiss Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.83% in Q2 2026, selling an estimated $116K and leaving 67,745 shares worth $14.4M. The position accounts for 5.41% of the portfolio, ranked #2.

SSA Swiss Advisors first reported a position in RSP in Q1 2025 and has held it in 6 quarters since. 2,309 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

SSA Swiss Advisors held 67,745 shares of Invesco S&P 500 Equal Weight ETF worth $14.4M as of Q2 2026.
SSA Swiss Advisors sold 569 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $116K.
Invesco S&P 500 Equal Weight ETF made up 5.41% of SSA Swiss Advisors's portfolio in Q2 2026, its #2 holding.
SSA Swiss Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
2,309 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.