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USA Financial Formulas’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

USA Financial Formulas’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 		– Sell
-4,037
Closed -$775K – 513
2026
Q1 		$775K Buy
+4,037
New +$800K 0.15% 43

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

USA Financial Formulas's RSP Position: Q2 2026 in Review

USA Financial Formulas sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 4,037 shares — an estimated $775K sold.

USA Financial Formulas first reported a position in RSP in Q1 2026 and held it in 1 quarter. The position peaked at $775K in Q1 2026. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • USA Financial Formulas reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 4,037 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $775K.
  • USA Financial Formulas first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2026 and held it in 1 quarter.
  • USA Financial Formulas's Invesco S&P 500 Equal Weight ETF position peaked at $775K in Q1 2026.
  • 2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.