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

SteelPeak 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 		$3.34M Buy
15,712
+153
+1% +$31.3K 0.09% 175
2026
Q1 		$2.99M Buy
15,559
+10,201
+190% +$2.02M 0.09% 164
2025
Q4 		$1.03M Sell
5,358
-8,797
-62% -$1.67M 0.03% 269
2025
Q3 		$2.69M Buy
14,155
+8,166
+136% +$1.52M 0.09% 176
2025
Q2 		$1.09M Sell
5,989
-125
-2% -$21.6K 0.04% 256
2025
Q1 		$1.06M Sell
6,114
-489
-7% -$87K 0.04% 246
2024
Q4 		$1.16M Buy
6,603
+743
+13% +$134K 0.05% 227
2024
Q3 		$1.05M Buy
5,860
+830
+17% +$142K 0.05% 227
2024
Q2 		$826K Buy
5,030
+202
+4% +$33.2K 0.04% 249
2024
Q1 		$818K Buy
4,828
+1,303
+37% +$209K 0.04% 243
2023
Q4 		$556K Sell
3,525
-731
-17% -$106K 0.03% 269
2023
Q3 		$603K Sell
4,256
-628
-13% -$93.8K 0.04% 233
2023
Q2 		$731K Buy
4,884
+1,436
+42% +$207K 0.04% 205
2023
Q1 		$499K Buy
3,448
+100
+3% +$14.6K 0.03% 244
2022
Q4 		$473K Hold
3,348
– – 0.03% 255
2022
Q3 		$426K Hold
3,348
– – 0.03% 272
2022
Q2 		$449K Hold
3,348
– – 0.03% 267
2022
Q1 		$528K Hold
3,348
– – 0.03% 275
2021
Q4 		$545K Hold
3,348
– – 0.03% 242
2021
Q3 		$502K Buy
3,348
+57
+2% +$8.73K 0.03% 250
2021
Q2 		$496K Sell
3,291
-134
-4% -$19.9K 0.03% 267
2021
Q1 		$485K Buy
3,425
+823
+32% +$111K 0.04% 234
2020
Q4 		$332K Buy
+2,602
New +$309K 0.03% 251

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

SteelPeak Wealth's RSP Position: Q2 2026 in Review

SteelPeak Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.98% in Q2 2026, buying an estimated $31.3K and bringing the position to 15,712 shares worth $3.34M. The position accounts for 0.09% of the portfolio, ranked #175.

SteelPeak Wealth first reported a position in RSP in Q4 2020 and has held it in 23 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • SteelPeak Wealth held 15,712 shares of Invesco S&P 500 Equal Weight ETF worth $3.34M as of Q2 2026.
  • SteelPeak Wealth bought 153 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $31.3K.
  • Invesco S&P 500 Equal Weight ETF made up 0.09% of SteelPeak Wealth's portfolio in Q2 2026, its #175 holding.
  • SteelPeak Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.