Vertex Planning Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Vertex Planning Partners’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	$1.43M	Sell	6,738 -814	-11%	-$167K	0.21%	53
2026 Q1	$1.45M	Buy	7,552 +731	+11%	+$145K	0.28%	47
2025 Q4	$1.31M	Sell	6,821 -143	-2%	-$27.1K	0.3%	44
2025 Q3	$1.32M	Buy	6,964 +17	+0.2%	+$3.17K	0.25%	59
2025 Q2	$1.26M	Sell	6,947 -292	-4%	-$50.4K	0.26%	58
2025 Q1	$1.25M	Sell	7,239 -213	-3%	-$37.9K	0.27%	53
2024 Q4	$1.31M	Sell	7,452 -451	-6%	-$81.5K	0.29%	53
2024 Q3	$1.42M	Sell	7,903 -125	-2%	-$21.4K	0.34%	41
2024 Q2	$1.32M	Sell	8,028 -495	-6%	-$81.4K	0.34%	40
2024 Q1	$1.44M	Sell	8,523 -46	-0.5%	-$7.39K	0.4%	35
2023 Q4	$1.35M	Buy	8,569 +524	+7%	+$76.1K	0.4%	33
2023 Q3	$1.14M	Buy	8,045 +1,350	+20%	+$202K	0.39%	35
2023 Q2	$1M	Buy	6,695 +566	+9%	+$81.5K	0.34%	44
2023 Q1	$886K	Buy	+6,129	New	+$897K	0.33%	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

Vertex Planning Partners's RSP Position: Q2 2026 in Review

Vertex Planning Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q2 2026, selling an estimated $167K and leaving 6,738 shares worth $1.43M. The position accounts for 0.21% of the portfolio, ranked #53.

Vertex Planning Partners first reported a position in RSP in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.45M in Q1 2026. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Vertex Planning Partners held 6,738 shares of Invesco S&P 500 Equal Weight ETF worth $1.43M as of Q2 2026.
Vertex Planning Partners sold 814 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $167K.
Invesco S&P 500 Equal Weight ETF made up 0.21% of Vertex Planning Partners's portfolio in Q2 2026, its #53 holding.
Vertex Planning Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 14 quarters since.
Vertex Planning Partners's Invesco S&P 500 Equal Weight ETF position peaked at $1.45M in Q1 2026.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.