ViaWealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

ViaWealth’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	$5.41M	Buy	25,432 +4,295	+20%	+$879K	2.72%	5
2026 Q1	$4.06M	Buy	21,137 +372	+2%	+$73.7K	2.26%	8
2025 Q4	$3.98M	Buy	20,765 +364	+2%	+$69.1K	2.24%	10
2025 Q3	$3.87M	Sell	20,401 -105	-0.5%	-$19.6K	2.11%	9
2025 Q2	$3.73M	Sell	20,506 -3,902	-16%	-$674K	2.2%	7
2025 Q1	$4.23M	Sell	24,408 -1,569	-6%	-$279K	2.61%	7
2024 Q4	$4.55M	Buy	25,977 +1,635	+7%	+$296K	2.75%	7
2024 Q3	$4.36M	Buy	24,342 +3,742	+18%	+$639K	2.54%	6
2024 Q2	$3.38M	Buy	20,600 +567	+3%	+$93.3K	2.1%	11
2024 Q1	$3.39M	Buy	20,033 +5,665	+39%	+$910K	2.12%	6
2023 Q4	$2.27M	Buy	14,368 +7,302	+103%	+$1.06M	1.56%	13
2023 Q3	$1M	Buy	+7,066	New	+$1.06M	0.74%	38

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

ViaWealth's RSP Position: Q2 2026 in Review

ViaWealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 20% in Q2 2026, buying an estimated $879K and bringing the position to 25,432 shares worth $5.41M. The position accounts for 2.72% of the portfolio, ranked #5.

ViaWealth first reported a position in RSP in Q3 2023 and has held it in 12 quarters since. 2,315 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

ViaWealth held 25,432 shares of Invesco S&P 500 Equal Weight ETF worth $5.41M as of Q2 2026.
ViaWealth bought 4,295 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $879K.
Invesco S&P 500 Equal Weight ETF made up 2.72% of ViaWealth's portfolio in Q2 2026, its #5 holding.
ViaWealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 12 quarters since.
2,315 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.