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

SwitchPoint Financial Planning’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	$763K	Hold	3,587	–	–	0.44%	36
2026 Q1	$688K	Hold	3,587	–	–	0.47%	37
2025 Q4	$687K	Hold	3,587	–	–	0.48%	35
2025 Q3	$680K	Hold	3,587	–	–	0.49%	35
2025 Q2	$652K	Hold	3,587	–	–	0.53%	32
2025 Q1	$621K	Hold	3,587	–	–	0.59%	28
2024 Q4	$629K	Buy	+3,587	New	+$649K	0.6%	29

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

SwitchPoint Financial Planning's RSP Position: Q2 2026 in Review

SwitchPoint Financial Planning held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 3,587 shares worth $763K. The position accounts for 0.44% of the portfolio, ranked #36.

SwitchPoint Financial Planning first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

SwitchPoint Financial Planning held 3,587 shares of Invesco S&P 500 Equal Weight ETF worth $763K as of Q2 2026.
SwitchPoint Financial Planning left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.44% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #36 holding.
SwitchPoint Financial Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.