Walser Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Walser Wealth 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	$404K	Sell	1,898 -1,694	-47%	-$347K	0.17%	130
2026 Q1	$689K	Sell	3,592 -2,042	-36%	-$405K	0.31%	60
2025 Q4	$1.08M	Buy	+5,634	New	+$1.07M	0.57%	29

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

Walser Wealth Management's RSP Position: Q2 2026 in Review

Walser Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 47% in Q2 2026, selling an estimated $347K and leaving 1,898 shares worth $404K. The position accounts for 0.17% of the portfolio, ranked #130.

Walser Wealth Management first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Walser Wealth Management held 1,898 shares of Invesco S&P 500 Equal Weight ETF worth $404K as of Q2 2026.
Walser Wealth Management sold 1,694 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $347K.
Invesco S&P 500 Equal Weight ETF made up 0.17% of Walser Wealth Management's portfolio in Q2 2026, its #130 holding.
Walser Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
Walser Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.08M in Q4 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.