Tanglewood Legacy Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Tanglewood Legacy Advisors’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	$127K	Hold	597	–	–	0.04%	121
2026 Q1	$115K	Hold	597	–	–	0.04%	121
2025 Q4	$114K	Sell	597 -130	-18%	-$24.7K	0.04%	119
2025 Q3	$138K	Hold	727	–	–	0.05%	111
2025 Q2	$132K	Hold	727	–	–	0.05%	112
2025 Q1	$126K	Hold	727	–	–	0.06%	113
2024 Q4	$127K	Buy	+727	New	+$131K	0.05%	110
2023 Q4	–	Sell	-575	Closed	-$81.5K	–	290
2023 Q3	$81.5K	Hold	575	–	–	0.05%	126
2023 Q2	$86K	Hold	575	–	–	0.05%	127
2023 Q1	$83.2K	Hold	575	–	–	0.05%	123
2022 Q4	$81.2K	Buy	+575	New	+$80.4K	0.06%	107

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

Tanglewood Legacy Advisors's RSP Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 597 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #121.

Tanglewood Legacy Advisors first reported a position in RSP in Q4 2022 and has held it in 11 quarters since. The position peaked at $138K in Q3 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Tanglewood Legacy Advisors held 597 shares of Invesco S&P 500 Equal Weight ETF worth $127K as of Q2 2026.
Tanglewood Legacy Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #121 holding.
Tanglewood Legacy Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 11 quarters since.
Tanglewood Legacy Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $138K in Q3 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.