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

WBH Advisory’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	–	Sell	-15,401	Closed	-$2.97M	–	370
2026 Q1	$2.97M	Buy	+15,401	New	+$3.05M	0.22%	91
2025 Q2	–	Sell	-12,701	Closed	-$2.2M	–	351
2025 Q1	$2.2M	Buy	+12,701	New	+$2.26M	0.21%	87
2024 Q1	–	Sell	-11,203	Closed	-$1.77M	–	318
2023 Q4	$1.77M	Buy	11,203 +204	+2%	+$29.6K	0.2%	97
2023 Q3	$1.56M	Buy	+10,999	New	+$1.64M	0.19%	105

Other funds holding RSP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

WBH Advisory's RSP Position: Q2 2026 in Review

WBH Advisory sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 15,401 shares — an estimated $2.97M sold.

WBH Advisory first reported a position in RSP in Q3 2023 and held it in 4 quarters. The position peaked at $2.97M in Q1 2026. 1,700 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

WBH Advisory reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
WBH Advisory sold 15,401 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.97M.
WBH Advisory first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and held it in 4 quarters.
WBH Advisory's Invesco S&P 500 Equal Weight ETF position peaked at $2.97M in Q1 2026.
1,700 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.