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

UP Strategic Wealth 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	$791K	Hold	3,601	–	–	0.47%	35
2026 Q1	$733K	Sell	3,601 -2,066	-36%	-$409K	0.46%	32
2025 Q4	$1.15M	Hold	5,667	–	–	0.83%	24
2025 Q3	$1.07M	Hold	5,667	–	–	0.8%	22
2025 Q2	$1.03M	Hold	5,667	–	–	0.8%	22
2025 Q1	$982K	Hold	5,667	–	–	0.87%	22
2024 Q4	$993K	Hold	5,667	–	–	0.99%	21
2024 Q3	$1.02M	Hold	5,667	–	–	1.14%	16
2024 Q2	$931K	Sell	5,667 -611	-10%	-$101K	1.41%	15
2024 Q1	$1.06M	Hold	6,278	–	–	1.74%	13
2023 Q4	$991K	Buy	+6,278	New	+$912K	1.81%	12

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

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's RSP Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 3,601 shares worth $791K. The position accounts for 0.47% of the portfolio, ranked #35.

UP Strategic Wealth Investment Advisors first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q4 2025. 2,324 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

UP Strategic Wealth Investment Advisors held 3,601 shares of Invesco S&P 500 Equal Weight ETF worth $791K as of Q2 2026.
UP Strategic Wealth Investment Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.47% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #35 holding.
UP Strategic Wealth Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
UP Strategic Wealth Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1.15M in Q4 2025.
2,324 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.