Toth Financial Advisory’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Toth Financial Advisory’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	$1.06M	Buy	5,000 +111	+2%	+$22.7K	0.1%	141
2026 Q1	$938K	Sell	4,889 -1,031	-17%	-$204K	0.1%	133
2025 Q4	$1.13M	Buy	5,920 +2,097	+55%	+$398K	0.12%	128
2025 Q3	$725K	Buy	3,823 +207	+6%	+$38.6K	0.08%	154
2025 Q2	$657K	Sell	3,616 -210	-5%	-$36.2K	0.08%	144
2025 Q1	$663K	Buy	3,826 +749	+24%	+$133K	0.08%	145
2024 Q4	$539K	Sell	3,077 -260	-8%	-$47K	0.06%	153
2024 Q3	$598K	Buy	3,337 +1,747	+110%	+$298K	0.07%	152
2024 Q2	$261K	Buy	1,590 +350	+28%	+$57.6K	0.03%	191
2024 Q1	$210K	Buy	+1,240	New	+$199K	0.03%	195
2018 Q3	–	Sell	-426	Closed	-$43K	–	460
2018 Q2	$43K	Sell	426 -70	-14%	-$7.09K	0.01%	217
2018 Q1	$49K	Hold	496	–	–	0.01%	213
2017 Q4	$50K	Buy	+496	New	+$48.7K	0.01%	211

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

Toth Financial Advisory's RSP Position: Q2 2026 in Review

Toth Financial Advisory increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.3% in Q2 2026, buying an estimated $22.7K and bringing the position to 5,000 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #141.

Toth Financial Advisory first reported a position in RSP in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.13M in Q4 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Toth Financial Advisory held 5,000 shares of Invesco S&P 500 Equal Weight ETF worth $1.06M as of Q2 2026.
Toth Financial Advisory bought 111 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $22.7K.
Invesco S&P 500 Equal Weight ETF made up 0.1% of Toth Financial Advisory's portfolio in Q2 2026, its #141 holding.
Toth Financial Advisory first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and has held it in 13 quarters since.
Toth Financial Advisory's Invesco S&P 500 Equal Weight ETF position peaked at $1.13M in Q4 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.