WealthPlan Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

WealthPlan Investment Management’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	$8.43M	Sell	39,613 -3,035	-7%	-$621K	0.42%	57
2026 Q1	$8.18M	Buy	42,648 +41,074	+2,610%	+$8.14M	0.46%	55
2025 Q4	$302K	Buy	+1,574	New	+$299K	0.02%	314
2023 Q1	–	Sell	-15,902	Closed	-$2.43M	–	540
2022 Q4	$2.43M	Buy	15,902 +299	+2%	+$41.8K	0.17%	110
2022 Q3	$2.25M	Buy	+15,603	New	+$2.2M	0.16%	104
2022 Q1	$1.34M	Buy	+9,080	New	+$1.42M	0.09%	143

Other funds holding RSP

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

COPPSERS

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

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

WealthPlan Investment Management's RSP Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.1% in Q2 2026, selling an estimated $621K and leaving 39,613 shares worth $8.43M. The position accounts for 0.42% of the portfolio, ranked #57.

WealthPlan Investment Management first reported a position in RSP in Q1 2022 and has held it in 6 quarters since. 937 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

WealthPlan Investment Management held 39,613 shares of Invesco S&P 500 Equal Weight ETF worth $8.43M as of Q2 2026.
WealthPlan Investment Management sold 3,035 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $621K.
Invesco S&P 500 Equal Weight ETF made up 0.42% of WealthPlan Investment Management's portfolio in Q2 2026, its #57 holding.
WealthPlan Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 6 quarters since.
937 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.