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Stegner Investment Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Stegner Investment Associates’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 		$3.75M Hold
17,631
– – 1.78% 9
2026
Q1 		$3.38M Buy
+17,631
New +$3.49M 1.85% 10
2025
Q4 		– Sell
-4,188
Closed -$794K – 31
2025
Q3 		$794K Buy
+4,188
New +$780K 0.44% 14

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

Stegner Investment Associates's RSP Position: Q2 2026 in Review

Stegner Investment Associates held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 17,631 shares worth $3.75M. The position accounts for 1.78% of the portfolio, ranked #9.

Stegner Investment Associates first reported a position in RSP in Q3 2025 and has held it in 3 quarters since. 2,301 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Stegner Investment Associates held 17,631 shares of Invesco S&P 500 Equal Weight ETF worth $3.75M as of Q2 2026.
  • Stegner Investment Associates left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 1.78% of Stegner Investment Associates's portfolio in Q2 2026, its #9 holding.
  • Stegner Investment Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,301 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.