SWP
RSP icon

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

Strategic Wealth Partners’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 		$1.24M Sell
5,848
-659
-10% -$135K 0.08% 139
2026
Q1 		$1.25M Sell
6,507
-86
-1% -$17K 0.09% 132
2025
Q4 		$1.26M Sell
6,593
-1,690
-20% -$321K 0.09% 137
2025
Q3 		$1.57M Buy
8,283
+1,493
+22% +$278K 0.12% 126
2025
Q2 		$1.23M Buy
+6,790
New +$1.17M 0.1% 135
2024
Q4 		$1.47M Sell
8,136
-51,616
-86% -$9.33M 0.12% 120
2024
Q3 		$10.7M Buy
59,752
+2,934
+5% +$501K 1.03% 21
2024
Q2 		$9.33M Buy
56,818
+2,209
+4% +$363K 0.97% 23
2024
Q1 		$9.25M Buy
54,609
+5,876
+12% +$944K 1.01% 21
2023
Q4 		$7.69M Buy
48,733
+46,470
+2,053% +$6.75M 0.95% 24
2023
Q3 		$321K Sell
2,263
-346
-13% -$51.7K 0.04% 237
2023
Q2 		$390K Buy
2,609
+36
+1% +$5.19K 0.05% 221
2023
Q1 		$372K Sell
2,573
-405
-14% -$59.3K 0.06% 196
2022
Q4 		$421K Sell
2,978
-88,420
-97% -$12.4M 0.08% 183
2022
Q3 		$11.6M Buy
91,398
+7,261
+9% +$1.02M 2.47% 4
2022
Q2 		$11.3M Buy
84,137
+11,868
+16% +$1.74M 2.44% 6
2022
Q1 		$11.4M Buy
+72,269
New +$11.3M 2.22% 6
2019
Q4 		– Sell
-111
Closed -$11 – 420
2019
Q3 		$11 Buy
+111
New +$11.9K ﹤0.01% 500
2018
Q3 		– Sell
-53
Closed -$5K – 686
2018
Q2 		$5K Buy
+53
New +$5.37K ﹤0.01% 638

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

Strategic Wealth Partners's RSP Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 10% in Q2 2026, selling an estimated $135K and leaving 5,848 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #139.

Strategic Wealth Partners first reported a position in RSP in Q2 2018 and has held it in 19 quarters since. The position peaked at $11.6M in Q3 2022. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Strategic Wealth Partners held 5,848 shares of Invesco S&P 500 Equal Weight ETF worth $1.24M as of Q2 2026.
  • Strategic Wealth Partners sold 659 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $135K.
  • Invesco S&P 500 Equal Weight ETF made up 0.08% of Strategic Wealth Partners's portfolio in Q2 2026, its #139 holding.
  • Strategic Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and has held it in 19 quarters since.
  • Strategic Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $11.6M in Q3 2022.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.