Wealth Management Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wealth Management Associates’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	$515K	Buy	2,418 +10	+0.4%	+$2.05K	0.14%	131
2026 Q1	$462K	Buy	2,408 +125	+5%	+$24.8K	0.16%	125
2025 Q4	$437K	Buy	2,283 +50	+2%	+$9.49K	0.15%	127
2025 Q3	$424K	Buy	2,233 +20	+0.9%	+$3.73K	0.15%	127
2025 Q2	$402K	Sell	2,213 -743	-25%	-$128K	0.16%	127
2025 Q1	$512K	Sell	2,956 -173	-6%	-$30.8K	0.22%	87
2024 Q4	$548K	Buy	3,129 +646	+26%	+$117K	0.23%	79
2024 Q3	$445K	Buy	+2,483	New	+$424K	0.2%	106

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 Management Associates's RSP Position: Q2 2026 in Review

Wealth Management Associates increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.42% in Q2 2026, buying an estimated $2.05K and bringing the position to 2,418 shares worth $515K. The position accounts for 0.14% of the portfolio, ranked #131.

Wealth Management Associates first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. The position peaked at $548K in Q4 2024. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Wealth Management Associates held 2,418 shares of Invesco S&P 500 Equal Weight ETF worth $515K as of Q2 2026.
Wealth Management Associates bought 10 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.05K.
Invesco S&P 500 Equal Weight ETF made up 0.14% of Wealth Management Associates's portfolio in Q2 2026, its #131 holding.
Wealth Management Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
Wealth Management Associates's Invesco S&P 500 Equal Weight ETF position peaked at $548K in Q4 2024.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.