Wealth Forward LLC’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wealth Forward LLC’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	$21.1M	Sell	99,149 -550	-0.6%	-$113K	10.51%	3
2026 Q1	$19.1M	Buy	99,699 +518	+0.5%	+$103K	10.8%	2
2025 Q4	$19M	Sell	99,181 -1,167	-1%	-$222K	10.73%	2
2025 Q3	$19M	Sell	100,348 -14,158	-12%	-$2.64M	11.05%	2
2025 Q2	$20.8M	Sell	114,506 -1,113	-1%	-$192K	13.98%	1
2025 Q1	$20M	Sell	115,619 -1,314	-1%	-$234K	14.25%	1
2024 Q4	$20.5M	Sell	116,933 -1,448	-1%	-$262K	14.46%	1
2024 Q3	$21.2M	Sell	118,381 -7,399	-6%	-$1.26M	14.87%	1
2024 Q2	$20.7M	Buy	125,780 +305	+0.2%	+$50.2K	16.14%	1
2024 Q1	$21.3M	Buy	125,475 +102	+0.1%	+$16.4K	16.73%	1
2023 Q4	$19.8M	Buy	+125,373	New	+$18.2M	16.71%	1

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 Forward LLC's RSP Position: Q2 2026 in Review

Wealth Forward LLC reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.55% in Q2 2026, selling an estimated $113K and leaving 99,149 shares worth $21.1M. The position accounts for 10.51% of the portfolio, ranked #3.

Wealth Forward LLC first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.3M in Q1 2024. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Wealth Forward LLC held 99,149 shares of Invesco S&P 500 Equal Weight ETF worth $21.1M as of Q2 2026.
Wealth Forward LLC sold 550 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $113K.
Invesco S&P 500 Equal Weight ETF made up 10.51% of Wealth Forward LLC's portfolio in Q2 2026, its #3 holding.
Wealth Forward LLC first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Wealth Forward LLC's Invesco S&P 500 Equal Weight ETF position peaked at $21.3M in Q1 2024.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.