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

Valued Wealth 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	$5.32K	Hold	25	–	–	﹤0.01%	437
2026 Q1	$4.8K	Hold	25	–	–	﹤0.01%	413
2025 Q4	$4.79K	Hold	25	–	–	﹤0.01%	312
2025 Q3	$4.74K	Hold	25	–	–	﹤0.01%	294
2025 Q2	$4.54K	Hold	25	–	–	﹤0.01%	295
2025 Q1	$4.33K	Hold	25	–	–	﹤0.01%	324
2024 Q4	$4.38K	Hold	25	–	–	﹤0.01%	315
2024 Q3	$4.48K	Sell	25 -2	-7%	-$342	﹤0.01%	297
2024 Q2	$4.44K	Buy	+27	New	+$4.44K	﹤0.01%	283

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

Valued Wealth Advisors's RSP Position: Q2 2026 in Review

Valued Wealth Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 25 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Valued Wealth Advisors first reported a position in RSP in Q2 2024 and has held it in 9 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Valued Wealth Advisors held 25 shares of Invesco S&P 500 Equal Weight ETF worth $5.32K as of Q2 2026.
Valued Wealth 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 ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #437 holding.
Valued Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.