Wealth Enhancement Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wealth Enhancement Advisory Services’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	$82.5M	Sell	384,800 -5,549	-1%	-$1.14M	0.14%	126
2026 Q1	$0	Sell	390,349 -176,816	-31%	-$35M	﹤0.01%	3826
2025 Q4	$112M	Sell	567,165 -1,381	-0.2%	-$262K	0.15%	117
2025 Q3	$108M	Sell	568,546 -13,160	-2%	-$2.45M	0.16%	120
2025 Q2	$108M	Sell	581,706 -8,414	-1%	-$1.45M	0.18%	113
2025 Q1	$102M	Sell	590,120 -22,231	-4%	-$3.95M	0.2%	97
2024 Q4	$107M	Buy	612,351 +92,956	+18%	+$16.8M	0.21%	98
2024 Q3	$93.1M	Buy	519,395 +35,738	+7%	+$6.11M	0.2%	104
2024 Q2	$79.5M	Buy	483,657 +117,542	+32%	+$19.3M	0.19%	109
2024 Q1	$62M	Buy	366,115 +99,720	+37%	+$16M	0.16%	135
2023 Q4	$42M	Buy	266,395 +33,615	+14%	+$4.88M	0.12%	168
2023 Q3	$33M	Buy	232,780 +200,873	+630%	+$30M	0.11%	194
2023 Q2	$4.77M	Buy	31,907 +9	+0%	+$1.3K	0.05%	134
2023 Q1	$4.61M	Buy	+31,898	New	+$4.67M	0.05%	142
2020 Q3	–	Sell	-30,427	Closed	-$3.26M	–	238
2020 Q2	$3.26M	Sell	30,427 -7,724	-20%	-$745K	0.09%	84
2020 Q1	$3.64M	Sell	38,151 -73,656	-66%	-$7.83M	0.13%	75
2019 Q4	$12.9M	Sell	111,807 -1,109	-1%	-$123K	0.46%	36
2019 Q3	$12.1M	Sell	112,916 -598	-0.5%	-$64.2K	0.49%	33
2019 Q2	$12.5M	Sell	113,514 -2,790	-2%	-$295K	0.55%	28
2019 Q1	$12.5M	Sell	116,304 -2,192	-2%	-$221K	0.71%	25
2018 Q4	$11.7M	Sell	118,496 -2,021	-2%	-$200K	0.74%	25
2018 Q3	$11.7M	Sell	120,517 -5,353	-4%	-$566K	0.7%	25
2018 Q2	$13.1M	Sell	125,870 -2,542	-2%	-$258K	0.81%	23
2018 Q1	$12.8M	Buy	128,412 +92	+0.1%	+$9.41K	0.86%	23
2017 Q4	$13.5M	Sell	128,320 -110	-0.1%	-$10.8K	0.95%	22
2017 Q3	$12.4M	Buy	128,430 +167	+0.1%	+$15.6K	1.03%	22
2017 Q2	$11.9M	Sell	128,263 -945	-0.7%	-$86.7K	1.1%	20
2017 Q1	$11.7M	Buy	129,208 +781	+0.6%	+$70.1K	1.25%	19
2016 Q4	$11.1M	Sell	128,427 -1,279	-1%	-$108K	1.35%	19
2016 Q3	$10.8M	Sell	129,706 -1,613	-1%	-$134K	1.61%	19
2016 Q2	$10.6M	Sell	131,319 -1,552	-1%	-$123K	1.91%	15
2016 Q1	$10.4M	Buy	132,871 +6,910	+5%	+$508K	2.11%	16
2015 Q4	$9.65M	Sell	125,961 -10,353	-8%	-$804K	2.45%	12
2015 Q3	$10M	Buy	136,314 +2,000	+1%	+$156K	3.05%	8
2015 Q2	$10.7M	Buy	134,314 +1,595	+1%	+$131K	3.31%	10
2015 Q1	$10.8M	Buy	132,719 +768	+0.6%	+$61.8K	4.13%	7
2014 Q4	$10.6M	Buy	+131,951	New	+$10.3M	4.16%	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

Wealth Enhancement Advisory Services's RSP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.4% in Q2 2026, selling an estimated $1.14M and leaving 384,800 shares worth $82.5M. The position accounts for 0.14% of the portfolio, ranked #126.

Wealth Enhancement Advisory Services first reported a position in RSP in Q4 2014 and has held it in 37 quarters since. The position peaked at $112M in Q4 2025. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Wealth Enhancement Advisory Services held 384,800 shares of Invesco S&P 500 Equal Weight ETF worth $82.5M as of Q2 2026.
Wealth Enhancement Advisory Services sold 5,549 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.14M.
Invesco S&P 500 Equal Weight ETF made up 0.14% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #126 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and has held it in 37 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P 500 Equal Weight ETF position peaked at $112M in Q4 2025.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.