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

Ulland Investment 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 		$141K Sell
665
-315
-32% -$64.5K 0.1% 87
2026
Q1 		$188K Sell
980
-60
-6% -$11.9K 0.16% 68
2025
Q4 		$199K Buy
1,040
+15
+1% +$2.85K 0.16% 65
2025
Q3 		$194K Hold
1,025
– – 0.15% 62
2025
Q2 		$186K Hold
1,025
– – 0.14% 66
2025
Q1 		$178K Buy
+1,025
New +$182K 0.15% 64

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FTF
Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return

Ulland Investment Advisors's RSP Position: Q2 2026 in Review

Ulland Investment Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 32% in Q2 2026, selling an estimated $64.5K and leaving 665 shares worth $141K. The position accounts for 0.1% of the portfolio, ranked #87.

Ulland Investment Advisors first reported a position in RSP in Q1 2025 and has held it in 6 quarters since. The position peaked at $199K in Q4 2025. 1,468 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Ulland Investment Advisors held 665 shares of Invesco S&P 500 Equal Weight ETF worth $141K as of Q2 2026.
  • Ulland Investment Advisors sold 315 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $64.5K.
  • Invesco S&P 500 Equal Weight ETF made up 0.1% of Ulland Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Ulland Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
  • Ulland Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $199K in Q4 2025.
  • 1,468 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.