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TrueWealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

TrueWealth 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 		$805K Buy
3,782
+987
+35% +$202K 0.18% 105
2026
Q1 		$536K Buy
2,795
+254
+10% +$50.3K 0.13% 135
2025
Q4 		$487K Sell
2,541
-210
-8% -$39.9K 0.13% 135
2025
Q3 		$522K Sell
2,751
-8,980
-77% -$1.67M 0.14% 130
2025
Q2 		$2.13M Sell
11,731
-881
-7% -$152K 0.63% 33
2025
Q1 		$2.18M Buy
12,612
+2,945
+30% +$524K 0.72% 31
2024
Q4 		$1.69M Sell
9,667
-12,553
-56% -$2.27M 0.57% 40
2024
Q3 		$3.98M Buy
22,220
+4,819
+28% +$823K 1.33% 16
2024
Q2 		$2.86M Buy
17,401
+2,088
+14% +$343K 1.06% 18
2024
Q1 		$2.59M Buy
15,313
+5,193
+51% +$834K 1% 23
2023
Q4 		$1.6M Buy
10,120
+198
+2% +$28.8K 0.62% 32
2023
Q3 		$1.41M Sell
9,922
-14,176
-59% -$2.12M 0.59% 34
2023
Q2 		$3.61M Buy
24,098
+9,150
+61% +$1.32M 1.48% 17
2023
Q1 		$2.16M Buy
+14,948
New +$2.19M 0.91% 23

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TrueWealth Advisors's RSP Position: Q2 2026 in Review

TrueWealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 35% in Q2 2026, buying an estimated $202K and bringing the position to 3,782 shares worth $805K. The position accounts for 0.18% of the portfolio, ranked #105.

TrueWealth Advisors first reported a position in RSP in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.98M in Q3 2024. 1,132 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • TrueWealth Advisors held 3,782 shares of Invesco S&P 500 Equal Weight ETF worth $805K as of Q2 2026.
  • TrueWealth Advisors bought 987 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $202K.
  • Invesco S&P 500 Equal Weight ETF made up 0.18% of TrueWealth Advisors's portfolio in Q2 2026, its #105 holding.
  • TrueWealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 14 quarters since.
  • TrueWealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $3.98M in Q3 2024.
  • 1,132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.