Ted Buchan & Co’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Ted Buchan & Co’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	$1.04M	Sell	4,865 -3	-0.1%	-$614	0.34%	55
2026 Q1	$934K	Sell	4,868 -121	-2%	-$24K	0.34%	54
2025 Q4	$956K	Buy	4,989 +2,841	+132%	+$539K	0.35%	56
2025 Q3	$407K	Sell	2,148 -3,010	-58%	-$561K	0.16%	62
2025 Q2	$937K	Sell	5,158 -275	-5%	-$47.5K	0.37%	56
2025 Q1	$941K	Sell	5,433 -249	-4%	-$44.3K	0.45%	45
2024 Q4	$996K	Sell	5,682 -692	-11%	-$125K	0.47%	45
2024 Q3	$1.14M	Sell	6,374 -3,926	-38%	-$671K	0.54%	36
2024 Q2	$1.69M	Sell	10,300 -7,039	-41%	-$1.16M	0.91%	29
2024 Q1	$2.94M	Buy	17,339 +1,007	+6%	+$162K	1.8%	16
2023 Q4	$2.58M	Buy	16,332 +1,187	+8%	+$172K	1.88%	13
2023 Q3	$2.15M	Sell	15,145 -451	-3%	-$67.4K	1.72%	15
2023 Q2	$2.33M	Buy	15,596 +2,530	+19%	+$364K	1.79%	13
2023 Q1	$1.89M	Buy	13,066 +6,812	+109%	+$998K	1.58%	14
2022 Q4	$883K	Buy	+6,254	New	+$875K	0.82%	27

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

Ted Buchan & Co's RSP Position: Q2 2026 in Review

Ted Buchan & Co reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.06% in Q2 2026, selling an estimated $614 and leaving 4,865 shares worth $1.04M. The position accounts for 0.34% of the portfolio, ranked #55.

Ted Buchan & Co first reported a position in RSP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.94M in Q1 2024. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Ted Buchan & Co held 4,865 shares of Invesco S&P 500 Equal Weight ETF worth $1.04M as of Q2 2026.
Ted Buchan & Co sold 3 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $614.
Invesco S&P 500 Equal Weight ETF made up 0.34% of Ted Buchan & Co's portfolio in Q2 2026, its #55 holding.
Ted Buchan & Co first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
Ted Buchan & Co's Invesco S&P 500 Equal Weight ETF position peaked at $2.94M in Q1 2024.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.