Stokes Family Office’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Stokes Family Office’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	$802K	Sell	3,768 -62	-2%	-$12.7K	0.09%	146
2026 Q1	$735K	Hold	3,830	–	–	0.08%	157
2025 Q4	$734K	Hold	3,830	–	–	0.07%	157
2025 Q3	$727K	Buy	3,830 +62	+2%	+$11.6K	0.07%	147
2025 Q2	$685K	Hold	3,768	–	–	0.07%	138
2025 Q1	$653K	Hold	3,768	–	–	0.07%	140
2024 Q4	$660K	Hold	3,768	–	–	0.07%	137
2024 Q3	$675K	Sell	3,768 -62	-2%	-$10.6K	0.07%	135
2024 Q2	$629K	Hold	3,830	–	–	0.07%	139
2024 Q1	$649K	Hold	3,830	–	–	0.08%	134
2023 Q4	$604K	Hold	3,830	–	–	0.08%	130
2023 Q3	$543K	Hold	3,830	–	–	0.06%	178
2023 Q2	$573K	Hold	3,830	–	–	0.07%	161
2023 Q1	$554K	Hold	3,830	–	–	0.07%	161
2022 Q4	$541K	Hold	3,830	–	–	0.07%	153
2022 Q3	$487K	Sell	3,830 -1,838	-32%	-$259K	0.07%	157
2022 Q2	$761K	Buy	+5,668	New	+$829K	0.1%	126

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

Stokes Family Office's RSP Position: Q2 2026 in Review

Stokes Family Office reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.6% in Q2 2026, selling an estimated $12.7K and leaving 3,768 shares worth $802K. The position accounts for 0.09% of the portfolio, ranked #146.

Stokes Family Office first reported a position in RSP in Q2 2022 and has held it in 17 quarters since. 2,319 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Stokes Family Office held 3,768 shares of Invesco S&P 500 Equal Weight ETF worth $802K as of Q2 2026.
Stokes Family Office sold 62 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $12.7K.
Invesco S&P 500 Equal Weight ETF made up 0.09% of Stokes Family Office's portfolio in Q2 2026, its #146 holding.
Stokes Family Office first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and has held it in 17 quarters since.
2,319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.