Tranquilli Financial Advisor’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Tranquilli Financial Advisor’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	$4.71M	Buy	22,131 +1,535	+7%	+$314K	2.53%	6
2026 Q1	$3.95M	Sell	20,596 -914	-4%	-$181K	2.31%	8
2025 Q4	$4.12M	Buy	21,510 +448	+2%	+$85K	2.39%	6
2025 Q3	$4M	Sell	21,062 -7,413	-26%	-$1.38M	2.36%	7
2025 Q2	$5.18M	Buy	28,475 +1,442	+5%	+$249K	3.2%	5
2025 Q1	$4.68M	Buy	27,033 +7,724	+40%	+$1.37M	2.96%	11
2024 Q4	$3.38M	Buy	19,309 +2,969	+18%	+$537K	2.14%	15
2024 Q3	$2.93M	Buy	16,340 +9,605	+143%	+$1.64M	1.84%	16
2024 Q2	$1.1M	Sell	6,735 -2,692	-29%	-$443K	0.73%	38
2024 Q1	$1.6M	Buy	9,427 +2,577	+38%	+$414K	1.06%	24
2023 Q4	$1.08M	Sell	6,850 -15,046	-69%	-$2.19M	0.76%	33
2023 Q3	$3.1M	Buy	21,896 +1,915	+10%	+$286K	2.24%	20
2023 Q2	$2.99M	Buy	19,981 +2,521	+14%	+$363K	2.12%	11
2023 Q1	$2.53M	Buy	17,460 +10,913	+167%	+$1.6M	1.89%	10
2022 Q4	$925K	Buy	6,547 +2,983	+84%	+$417K	0.7%	24
2022 Q3	$454K	Sell	3,564 -5,255	-60%	-$741K	0.36%	29
2022 Q2	$1.18M	Sell	8,819 -20,762	-70%	-$3.04M	0.91%	13
2022 Q1	$4.67M	Buy	29,581 +682	+2%	+$106K	3.32%	9
2021 Q4	$4.7M	Sell	28,899 -7,969	-22%	-$1.26M	3.29%	14
2021 Q3	$5.52M	Buy	36,868 +2,566	+7%	+$393K	4.14%	3
2021 Q2	$5.17M	Buy	34,302 +275	+0.8%	+$40.9K	3.88%	4
2021 Q1	$4.82M	Buy	34,027 +6,777	+25%	+$914K	3.89%	2
2020 Q4	$3.48M	Buy	+27,250	New	+$3.24M	3.15%	16

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

Tranquilli Financial Advisor's RSP Position: Q2 2026 in Review

Tranquilli Financial Advisor increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.5% in Q2 2026, buying an estimated $314K and bringing the position to 22,131 shares worth $4.71M. The position accounts for 2.53% of the portfolio, ranked #6.

Tranquilli Financial Advisor first reported a position in RSP in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.52M in Q3 2021. 2,315 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Tranquilli Financial Advisor held 22,131 shares of Invesco S&P 500 Equal Weight ETF worth $4.71M as of Q2 2026.
Tranquilli Financial Advisor bought 1,535 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $314K.
Invesco S&P 500 Equal Weight ETF made up 2.53% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #6 holding.
Tranquilli Financial Advisor first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 23 quarters since.
Tranquilli Financial Advisor's Invesco S&P 500 Equal Weight ETF position peaked at $5.52M in Q3 2021.
2,315 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.