tru Independence’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

tru Independence’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	$469K	Buy	2,206 +3	+0.1%	+$614	0.21%	56
2026 Q1	$423K	Buy	+2,203	New	+$437K	0.21%	57
2020 Q4	–	Sell	-210	Closed	-$23K	–	812
2020 Q3	$23K	Sell	210 -3,791	-95%	-$409K	0.01%	247
2020 Q2	$450K	Buy	4,001 +288	+8%	+$27.8K	0.07%	178
2020 Q1	$319K	Buy	3,713 +3,691	+16,777%	+$392K	0.05%	176
2019 Q4	$2K	Buy	+22	New	+$2.44K	﹤0.01%	826

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

tru Independence's RSP Position: Q2 2026 in Review

tru Independence increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.14% in Q2 2026, buying an estimated $614 and bringing the position to 2,206 shares worth $469K. The position accounts for 0.21% of the portfolio, ranked #56.

tru Independence first reported a position in RSP in Q4 2019 and has held it in 6 quarters since. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

tru Independence held 2,206 shares of Invesco S&P 500 Equal Weight ETF worth $469K as of Q2 2026.
tru Independence bought 3 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $614.
Invesco S&P 500 Equal Weight ETF made up 0.21% of tru Independence's portfolio in Q2 2026, its #56 holding.
tru Independence first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 6 quarters since.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.