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

Synergy 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 		$53.6K Hold
252
– – 0.01% 371
2026
Q1 		$48.4K Buy
+252
New +$49.9K 0.02% 285
2025
Q2 		– Sell
-65
Closed -$11.3K – 458
2025
Q1 		$11.3K Hold
65
– – ﹤0.01% 371
2024
Q4 		$11.4K Buy
+65
New +$11.8K ﹤0.01% 381

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

Synergy Investment Management's RSP Position: Q2 2026 in Review

Synergy Investment Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 252 shares worth $53.6K. The position accounts for 0.01% of the portfolio, ranked #371.

Synergy Investment Management first reported a position in RSP in Q4 2024 and has held it in 4 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Synergy Investment Management held 252 shares of Invesco S&P 500 Equal Weight ETF worth $53.6K as of Q2 2026.
  • Synergy Investment Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #371 holding.
  • Synergy Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 4 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.