Steigerwald Gordon & Koch’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Steigerwald Gordon & Koch’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	$484K	Sell	2,272 -50	-2%	-$10.2K	0.05%	89
2026 Q1	$446K	Buy	2,322 +601	+35%	+$119K	0.05%	90
2025 Q4	$330K	Hold	1,721	–	–	0.03%	108
2025 Q3	$326K	Sell	1,721 -33	-2%	-$6.15K	0.03%	107
2025 Q2	$319K	Buy	1,754 +110	+7%	+$19K	0.03%	99
2025 Q1	$285K	Buy	1,644 +328	+25%	+$58.3K	0.03%	103
2024 Q4	$231K	Buy	1,316 +116	+10%	+$21K	0.03%	112
2024 Q3	$215K	Buy	+1,200	New	+$205K	0.02%	122

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

Steigerwald Gordon & Koch's RSP Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.2% in Q2 2026, selling an estimated $10.2K and leaving 2,272 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #89.

Steigerwald Gordon & Koch first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Steigerwald Gordon & Koch held 2,272 shares of Invesco S&P 500 Equal Weight ETF worth $484K as of Q2 2026.
Steigerwald Gordon & Koch sold 50 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $10.2K.
Invesco S&P 500 Equal Weight ETF made up 0.05% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #89 holding.
Steigerwald Gordon & Koch first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.