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Stone House Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Stone House Investment Management’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 		$407K Sell
1,912
-188
-9% -$38.5K 0.05% 55
2026
Q1 		$403K Sell
2,100
-34
-2% -$6.74K 0.07% 47
2025
Q4 		$409K Buy
2,134
+7
+0.3% +$1.33K 0.06% 49
2025
Q3 		$403K Buy
2,127
+8
+0.4% +$1.49K 0.07% 52
2025
Q2 		$385K Sell
2,119
-2,054
-49% -$355K 0.07% 50
2025
Q1 		$723K Buy
4,173
+2,100
+101% +$373K 0.15% 36
2024
Q4 		$363K Buy
2,073
+111
+6% +$20.1K 0.09% 42
2024
Q3 		$352K Sell
1,962
-21,860
-92% -$3.73M 0.07% 42
2024
Q2 		$3.91M Sell
23,822
-6,516
-21% -$1.07M 1.02% 18
2024
Q1 		$5.14M Sell
30,338
-57,876
-66% -$9.29M 1.21% 19
2023
Q4 		$13.9M Sell
88,214
-99,237
-53% -$14.4M 4.8% 7
2023
Q3 		$26.6M Buy
187,451
+133,089
+245% +$19.9M 9.24% 4
2023
Q2 		$8.13M Buy
+54,362
New +$7.83M 2.95% 12
2019
Q2 		– Sell
-815
Closed -$85K – 163
2019
Q1 		$85K Buy
+815
New +$82.2K 0.04% 67
2018
Q3 		– Sell
-4,090
Closed -$417K – 56
2018
Q2 		$417K Buy
+4,090
New +$415K 0.27% 34

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

Stone House Investment Management's RSP Position: Q2 2026 in Review

Stone House Investment Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 9% in Q2 2026, selling an estimated $38.5K and leaving 1,912 shares worth $407K. The position accounts for 0.05% of the portfolio, ranked #55.

Stone House Investment Management first reported a position in RSP in Q2 2018 and has held it in 15 quarters since. The position peaked at $26.6M in Q3 2023. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Stone House Investment Management held 1,912 shares of Invesco S&P 500 Equal Weight ETF worth $407K as of Q2 2026.
  • Stone House Investment Management sold 188 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $38.5K.
  • Invesco S&P 500 Equal Weight ETF made up 0.05% of Stone House Investment Management's portfolio in Q2 2026, its #55 holding.
  • Stone House Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and has held it in 15 quarters since.
  • Stone House Investment Management's Invesco S&P 500 Equal Weight ETF position peaked at $26.6M in Q3 2023.
  • 2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.