Total Wealth Planning & Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Total Wealth Planning & 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	$447K	Buy	2,102 +330	+19%	+$67.5K	0.3%	116
2026 Q1	$340K	Buy	1,772 +326	+23%	+$64.6K	0.25%	141
2025 Q4	$277K	Buy	+1,446	New	+$274K	0.21%	173
2025 Q2	$285K	Hold	1,566	–	–	0.23%	172
2025 Q1	$271K	Sell	1,566 -20	-1%	-$3.56K	0.26%	148
2024 Q4	$278K	Buy	+1,586	New	+$287K	0.25%	148

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

Total Wealth Planning & Management's RSP Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 19% in Q2 2026, buying an estimated $67.5K and bringing the position to 2,102 shares worth $447K. The position accounts for 0.3% of the portfolio, ranked #116.

Total Wealth Planning & Management first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Total Wealth Planning & Management held 2,102 shares of Invesco S&P 500 Equal Weight ETF worth $447K as of Q2 2026.
Total Wealth Planning & Management bought 330 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $67.5K.
Invesco S&P 500 Equal Weight ETF made up 0.3% of Total Wealth Planning & Management's portfolio in Q2 2026, its #116 holding.
Total Wealth Planning & Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.