Summit Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Summit Financial’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	$33.1M	Buy	155,636 +2,716	+2%	+$556K	0.36%	46
2026 Q1	$29.3M	Buy	152,920 +1,154	+0.8%	+$229K	0.37%	50
2025 Q4	$29.1M	Sell	151,766 -25,558	-14%	-$4.85M	0.43%	41
2025 Q3	$33.6M	Buy	177,324 +6,430	+4%	+$1.2M	0.51%	31
2025 Q2	$31.1M	Buy	170,894 +23,628	+16%	+$4.08M	0.7%	23
2025 Q1	$25.5M	Buy	147,266 +95,283	+183%	+$16.9M	0.71%	25
2024 Q4	$9.11M	Buy	51,983 +8,700	+20%	+$1.57M	0.32%	57
2024 Q3	$7.75M	Buy	43,283 +1,487	+4%	+$254K	0.3%	58
2024 Q2	$6.87M	Buy	41,796 +5,887	+16%	+$968K	0.31%	53
2024 Q1	$6.08M	Buy	35,909 +1,479	+4%	+$238K	0.36%	38
2023 Q4	$5.43M	Sell	34,430 -25,165	-42%	-$3.66M	0.36%	38
2023 Q3	$8.44M	Buy	59,595 +896	+2%	+$134K	0.62%	21
2023 Q2	$8.78M	Buy	+58,699	New	+$8.46M	0.64%	18

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

Summit Financial's RSP Position: Q2 2026 in Review

Summit Financial increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.8% in Q2 2026, buying an estimated $556K and bringing the position to 155,636 shares worth $33.1M. The position accounts for 0.36% of the portfolio, ranked #46.

Summit Financial first reported a position in RSP in Q2 2023 and has held it in 13 quarters since. The position peaked at $33.6M in Q3 2025. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Summit Financial held 155,636 shares of Invesco S&P 500 Equal Weight ETF worth $33.1M as of Q2 2026.
Summit Financial bought 2,716 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $556K.
Invesco S&P 500 Equal Weight ETF made up 0.36% of Summit Financial's portfolio in Q2 2026, its #46 holding.
Summit Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 13 quarters since.
Summit Financial's Invesco S&P 500 Equal Weight ETF position peaked at $33.6M in Q3 2025.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.