Van Hulzen Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Van Hulzen Asset 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	$3.49M	Sell	16,419 -1,327	-7%	-$272K	0.25%	80
2026 Q1	$3.41M	Buy	17,746 +259	+1%	+$51.3K	0.25%	80
2025 Q4	$3.35M	Buy	17,487 +1,012	+6%	+$192K	0.25%	77
2025 Q3	$3.13M	Sell	16,475 -1,164	-7%	-$217K	0.23%	80
2025 Q2	$3.21M	Buy	17,639 +1,137	+7%	+$196K	0.27%	72
2025 Q1	$2.86M	Buy	16,502 +515	+3%	+$91.6K	0.26%	74
2024 Q4	$2.8M	Buy	15,987 +3,170	+25%	+$573K	0.2%	88
2024 Q3	$2.3M	Sell	12,817 -642	-5%	-$110K	0.17%	101
2024 Q2	$2.21M	Buy	13,459 +4,837	+56%	+$796K	0.15%	103
2024 Q1	$1.46M	Buy	8,622 +3,025	+54%	+$486K	0.1%	138
2023 Q4	$883K	Sell	5,597 -723	-11%	-$105K	0.06%	174
2023 Q3	$895K	Buy	6,320 +1,130	+22%	+$169K	0.07%	162
2023 Q2	$777K	Buy	5,190 +695	+15%	+$100K	0.07%	140
2023 Q1	$650K	Buy	+4,495	New	+$658K	0.06%	151
2022 Q4	–	Sell	-1,627	Closed	-$207K	–	301
2022 Q3	$207K	Buy	1,627 +64	+4%	+$9.03K	0.03%	253
2022 Q2	$210K	Buy	+1,563	New	+$229K	0.03%	270
2021 Q2	–	Sell	-1,659	Closed	-$235K	–	283
2021 Q1	$235K	Buy	+1,659	New	+$224K	0.04%	227

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

Van Hulzen Asset Management's RSP Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.5% in Q2 2026, selling an estimated $272K and leaving 16,419 shares worth $3.49M. The position accounts for 0.25% of the portfolio, ranked #80.

Van Hulzen Asset Management first reported a position in RSP in Q1 2021 and has held it in 17 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Van Hulzen Asset Management held 16,419 shares of Invesco S&P 500 Equal Weight ETF worth $3.49M as of Q2 2026.
Van Hulzen Asset Management sold 1,327 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $272K.
Invesco S&P 500 Equal Weight ETF made up 0.25% of Van Hulzen Asset Management's portfolio in Q2 2026, its #80 holding.
Van Hulzen Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and has held it in 17 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.