Valley Wealth Managers’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Valley Wealth Managers’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	$277K	Sell	1,301 -74,158	-98%	-$15.2M	0.02%	173
2026 Q1	$14.5M	Buy	75,459 +18,560	+33%	+$3.68M	0.93%	43
2025 Q4	$10.9M	Buy	56,899 +3,702	+7%	+$703K	0.7%	48
2025 Q3	$10.1M	Sell	53,197 -20,830	-28%	-$3.88M	0.67%	49
2025 Q2	$13.5M	Sell	74,027 -73,662	-50%	-$12.7M	0.97%	45
2025 Q1	$25.6M	Buy	147,689 +15,785	+12%	+$2.81M	1.94%	6
2024 Q4	$23.1M	Buy	131,904 +39,891	+43%	+$7.21M	1.73%	14
2024 Q3	$16.5M	Buy	+92,013	New	+$15.7M	1.22%	41

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

Valley Wealth Managers's RSP Position: Q2 2026 in Review

Valley Wealth Managers reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 98% in Q2 2026, selling an estimated $15.2M and leaving 1,301 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #173.

Valley Wealth Managers first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. The position peaked at $25.6M in Q1 2025. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Valley Wealth Managers held 1,301 shares of Invesco S&P 500 Equal Weight ETF worth $277K as of Q2 2026.
Valley Wealth Managers sold 74,158 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $15.2M.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Valley Wealth Managers's portfolio in Q2 2026, its #173 holding.
Valley Wealth Managers first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
Valley Wealth Managers's Invesco S&P 500 Equal Weight ETF position peaked at $25.6M in Q1 2025.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.