Unified Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Unified Investment 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	$349K	Buy	1,640 +8	+0.5%	+$1.64K	0.32%	98
2026 Q1	$313K	Buy	1,632 +86	+6%	+$17K	0.32%	99
2025 Q4	$296K	Hold	1,546	–	–	0.3%	104
2025 Q3	$293K	Buy	1,546 +97	+7%	+$18.1K	0.29%	104
2025 Q2	$263K	Buy	1,449 +1	+0.1%	+$173	0.28%	104
2025 Q1	$251K	Buy	+1,448	New	+$257K	0.3%	100

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

Unified Investment Management's RSP Position: Q2 2026 in Review

Unified Investment Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.49% in Q2 2026, buying an estimated $1.64K and bringing the position to 1,640 shares worth $349K. The position accounts for 0.32% of the portfolio, ranked #98.

Unified Investment Management first reported a position in RSP in Q1 2025 and has held it in 6 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Unified Investment Management held 1,640 shares of Invesco S&P 500 Equal Weight ETF worth $349K as of Q2 2026.
Unified Investment Management bought 8 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.64K.
Invesco S&P 500 Equal Weight ETF made up 0.32% of Unified Investment Management's portfolio in Q2 2026, its #98 holding.
Unified Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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