True Link Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

True Link Financial Advisors’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	–	Sell	-68	Closed	-$13.1K	–	322
2026 Q1	$13.1K	Buy	+68	New	+$13.5K	﹤0.01%	312
2025 Q2	–	Sell	-5,423	Closed	-$939K	–	104
2025 Q1	$939K	Buy	+5,423	New	+$964K	0.07%	36
2022 Q1	–	Sell	-170	Closed	-$28K	–	244
2021 Q4	$28K	Hold	170	–	–	﹤0.01%	526
2021 Q3	$25K	Hold	170	–	–	﹤0.01%	550
2021 Q2	$26K	Hold	170	–	–	﹤0.01%	482
2021 Q1	$24K	Buy	+170	New	+$22.9K	﹤0.01%	562

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

True Link Financial Advisors's RSP Position: Q2 2026 in Review

True Link Financial Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 68 shares — an estimated $13.1K sold.

True Link Financial Advisors first reported a position in RSP in Q1 2021 and held it in 6 quarters. The position peaked at $939K in Q1 2025. 2,301 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

True Link Financial Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 68 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $13.1K.
True Link Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and held it in 6 quarters.
True Link Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $939K in Q1 2025.
2,301 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.