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

Voisard Asset Management Group’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	$658K	Sell	3,093 -75	-2%	-$15.3K	0.12%	57
2026 Q1	$608K	Sell	3,168 -720	-19%	-$143K	0.13%	55
2025 Q4	$745K	Sell	3,888 -3,687	-49%	-$700K	0.16%	48
2025 Q3	$1.44M	Sell	7,575 -7,960	-51%	-$1.48M	0.33%	30
2025 Q2	$2.82M	Sell	15,535 -9,033	-37%	-$1.56M	0.73%	18
2025 Q1	$4.26M	Sell	24,568 -6,587	-21%	-$1.17M	1.24%	17
2024 Q4	$5.46M	Sell	31,155 -32,648	-51%	-$5.9M	1.83%	14
2024 Q3	$11.4M	Buy	63,803 +2,203	+4%	+$376K	4.76%	6
2024 Q2	$10.1M	Buy	61,600 +48,185	+359%	+$7.93M	4.95%	6
2024 Q1	$2.27M	Buy	13,415 +6,435	+92%	+$1.03M	1.28%	11
2023 Q4	$1.1M	Buy	+6,980	New	+$1.01M	0.66%	13

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

Voisard Asset Management Group's RSP Position: Q2 2026 in Review

Voisard Asset Management Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.4% in Q2 2026, selling an estimated $15.3K and leaving 3,093 shares worth $658K. The position accounts for 0.12% of the portfolio, ranked #57.

Voisard Asset Management Group first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.4M in Q3 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Voisard Asset Management Group held 3,093 shares of Invesco S&P 500 Equal Weight ETF worth $658K as of Q2 2026.
Voisard Asset Management Group sold 75 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $15.3K.
Invesco S&P 500 Equal Weight ETF made up 0.12% of Voisard Asset Management Group's portfolio in Q2 2026, its #57 holding.
Voisard Asset Management Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Voisard Asset Management Group's Invesco S&P 500 Equal Weight ETF position peaked at $11.4M in Q3 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.