TFO Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

TFO Wealth Partners’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	$382K	Hold	1,794	–	–	0.04%	53
2026 Q1	$344K	Hold	1,794	–	–	0.05%	54
2025 Q4	$344K	Hold	1,794	–	–	0.05%	46
2025 Q3	$340K	Hold	1,794	–	–	0.06%	45
2025 Q2	$326K	Buy	+1,794	New	+$310K	0.06%	37
2023 Q4	–	Sell	-2,030	Closed	-$304K	–	1058
2023 Q3	$304K	Buy	2,030 +730	+56%	+$109K	0.06%	34
2023 Q2	$195K	Buy	+1,300	New	+$187K	0.04%	45
2020 Q2	–	Sell	-800	Closed	-$67K	–	154
2020 Q1	$67K	Hold	800	–	–	0.03%	50
2019 Q4	$92K	Buy	+800	New	+$88.9K	0.08%	52

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

TFO Wealth Partners's RSP Position: Q2 2026 in Review

TFO Wealth Partners held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 1,794 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #53.

TFO Wealth Partners first reported a position in RSP in Q4 2019 and has held it in 9 quarters since. 2,318 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

TFO Wealth Partners held 1,794 shares of Invesco S&P 500 Equal Weight ETF worth $382K as of Q2 2026.
TFO Wealth Partners 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 TFO Wealth Partners's portfolio in Q2 2026, its #53 holding.
TFO Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 9 quarters since.
2,318 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.