Virginia Estate & Retirement Planning Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Virginia Estate & Retirement Planning 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	$2.81M	Buy	+31,239	New	+$6.39M	3.39%	7

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

Virginia Estate & Retirement Planning Advisors's RSP Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 31,239 shares worth $2.81M. The stake represents 3.39% of the portfolio and ranks #7 among its holdings.

2,294 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Virginia Estate & Retirement Planning Advisors held 31,239 shares of Invesco S&P 500 Equal Weight ETF worth $2.81M as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 3.39% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #7 holding.
2,294 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.