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	$279K	Sell	1,300 -15,200	-92%	-$3.11M	﹤0.01%	3269
2026 Q1	$75.5M	Hold	16,500	–	–	0.15%	122
2025 Q4	$211K	Hold	16,500	–	–	﹤0.01%	3235
2025 Q3	$182K	Buy	+16,500	New	+$3.07M	﹤0.01%	3170

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. 2,313 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.
2,313 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.