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

Triad 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	$639K	Buy	2,945 +119	+4%	+$24.4K	0.04%	274
2026 Q1	$542K	Sell	2,826 -1,133	-29%	-$225K	0.04%	261
2025 Q4	$758K	Buy	3,959 +1,374	+53%	+$261K	0.07%	188
2025 Q3	$490K	Sell	2,585 -79	-3%	-$14.7K	0.06%	209
2025 Q2	$484K	Sell	2,664 -100	-4%	-$17.3K	0.1%	157
2025 Q1	$479K	Buy	+2,764	New	+$491K	0.15%	108
2024 Q3	–	Sell	-701	Closed	-$115K	–	720
2024 Q2	$115K	Buy	+701	New	+$115K	0.06%	140

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

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

Triad Wealth Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.2% in Q2 2026, buying an estimated $24.4K and bringing the position to 2,945 shares worth $639K. The position accounts for 0.04% of the portfolio, ranked #274.

Triad Wealth Partners first reported a position in RSP in Q2 2024 and has held it in 7 quarters since. The position peaked at $758K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Triad Wealth Partners held 2,945 shares of Invesco S&P 500 Equal Weight ETF worth $639K as of Q2 2026.
Triad Wealth Partners bought 119 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $24.4K.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #274 holding.
Triad Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 7 quarters since.
Triad Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $758K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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