Trueblood Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Trueblood Wealth Management’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	$5.38M	Buy	25,273 +1,229	+5%	+$252K	1.88%	5
2026 Q1	$4.61M	Buy	24,044 +1,428	+6%	+$283K	1.8%	4
2025 Q4	$4.33M	Buy	22,616 +1,556	+7%	+$295K	1.69%	4
2025 Q3	$4M	Buy	21,060 +265	+1%	+$49.4K	1.56%	4
2025 Q2	$3.78M	Buy	20,795 +2,834	+16%	+$489K	1.58%	4
2025 Q1	$3.11M	Buy	17,961 +3,264	+22%	+$580K	1.44%	5
2024 Q4	$2.58M	Buy	14,697 +4,694	+47%	+$849K	1.27%	8
2024 Q3	$1.79M	Buy	10,003 +2,750	+38%	+$470K	0.9%	22
2024 Q2	$1.19M	Sell	7,253 -794	-10%	-$131K	0.67%	38
2024 Q1	$1.36M	Buy	8,047 +460	+6%	+$73.9K	0.78%	31
2023 Q4	$1.2M	Buy	+7,587	New	+$1.1M	0.75%	35

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

Trueblood Wealth Management's RSP Position: Q2 2026 in Review

Trueblood Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.1% in Q2 2026, buying an estimated $252K and bringing the position to 25,273 shares worth $5.38M. The position accounts for 1.88% of the portfolio, ranked #5.

Trueblood Wealth Management first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Trueblood Wealth Management held 25,273 shares of Invesco S&P 500 Equal Weight ETF worth $5.38M as of Q2 2026.
Trueblood Wealth Management bought 1,229 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $252K.
Invesco S&P 500 Equal Weight ETF made up 1.88% of Trueblood Wealth Management's portfolio in Q2 2026, its #5 holding.
Trueblood Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.