Turning Point Benefit Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Turning Point Benefit Group’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	$4.63M	Buy	21,715 +14,871	+217%	+$3.04M	1.99%	11
2026 Q1	$1.33M	Sell	6,844 -8,593	-56%	-$1.7M	0.85%	30
2025 Q4	$2.96M	Buy	15,437 +3,514	+29%	+$667K	1.54%	19
2025 Q3	$2.27M	Buy	11,923 +7,080	+146%	+$1.32M	1.37%	20
2025 Q2	$880K	Buy	4,843 +2,164	+81%	+$374K	0.67%	29
2025 Q1	$418K	Buy	2,679 +847	+46%	+$151K	0.39%	44
2024 Q4	$320K	Buy	+1,832	New	+$331K	0.3%	45

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

Turning Point Benefit Group's RSP Position: Q2 2026 in Review

Turning Point Benefit Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 217% in Q2 2026, buying an estimated $3.04M and bringing the position to 21,715 shares worth $4.63M. The position accounts for 1.99% of the portfolio, ranked #11.

Turning Point Benefit Group first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Turning Point Benefit Group held 21,715 shares of Invesco S&P 500 Equal Weight ETF worth $4.63M as of Q2 2026.
Turning Point Benefit Group bought 14,871 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $3.04M.
Invesco S&P 500 Equal Weight ETF made up 1.99% of Turning Point Benefit Group's portfolio in Q2 2026, its #11 holding.
Turning Point Benefit Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.