Waypoint Wealth Counsel’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Waypoint Wealth Counsel’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	$689K	Buy	3,236 +1	+0%	+$205	0.43%	41
2026 Q1	$621K	Sell	3,235 -28	-0.9%	-$5.55K	0.32%	58
2025 Q4	$625K	Sell	3,263 -163	-5%	-$30.9K	0.23%	84
2025 Q3	$650K	Buy	3,426 +2	+0.1%	+$373	0.26%	68
2025 Q2	$622K	Buy	3,424 +350	+11%	+$60.4K	0.31%	53
2025 Q1	$532K	Buy	3,074 +1	+0%	+$178	0.33%	50
2024 Q4	$538K	Hold	3,073	–	–	0.35%	48
2024 Q3	$550K	Buy	3,073 +121	+4%	+$20.7K	0.37%	49
2024 Q2	$485K	Buy	2,952 +22	+0.8%	+$3.62K	0.37%	46
2024 Q1	$496K	Hold	2,930	–	–	0.38%	46
2023 Q4	$462K	Buy	+2,930	New	+$426K	0.39%	51

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

Waypoint Wealth Counsel's RSP Position: Q2 2026 in Review

Waypoint Wealth Counsel increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.03% in Q2 2026, buying an estimated $205 and bringing the position to 3,236 shares worth $689K. The position accounts for 0.43% of the portfolio, ranked #41.

Waypoint Wealth Counsel first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Waypoint Wealth Counsel held 3,236 shares of Invesco S&P 500 Equal Weight ETF worth $689K as of Q2 2026.
Waypoint Wealth Counsel bought 1 Invesco S&P 500 Equal Weight ETF share in Q2 2026, an estimated $205.
Invesco S&P 500 Equal Weight ETF made up 0.43% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #41 holding.
Waypoint Wealth Counsel first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.