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WealthTrust Axiom’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

WealthTrust Axiom’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 		$943K Buy
4,432
+690
+18% +$141K 0.21% 98
2026
Q1 		$718K Sell
3,742
-175
-4% -$34.7K 0.18% 110
2025
Q4 		$750K Buy
3,917
+34
+0.9% +$6.45K 0.19% 106
2025
Q3 		$737K Hold
3,883
– – 0.2% 105
2025
Q2 		$706K Buy
3,883
+126
+3% +$21.7K 0.21% 100
2025
Q1 		$651K Hold
3,757
– – 0.2% 101
2024
Q4 		$658K Buy
3,757
+31
+0.8% +$5.61K 0.2% 105
2024
Q3 		$668K Buy
3,726
+295
+9% +$50.4K 0.2% 106
2024
Q2 		$564K Buy
3,431
+113
+3% +$18.6K 0.19% 119
2024
Q1 		$562K Sell
3,318
-10
-0.3% -$1.61K 0.18% 121
2023
Q4 		$525K Buy
3,328
+149
+5% +$21.6K 0.18% 119
2023
Q3 		$450K Buy
3,179
+9
+0.3% +$1.34K 0.16% 132
2023
Q2 		$474K Sell
3,170
-99
-3% -$14.3K 0.16% 133
2023
Q1 		$473K Buy
3,269
+1,605
+96% +$235K 0.16% 127
2022
Q4 		$235K Buy
+1,664
New +$233K 0.08% 189
2022
Q3 		– Sell
-1,504
Closed -$201K – 253
2022
Q2 		$201K Buy
1,504
+50
+3% +$7.32K 0.07% 208
2022
Q1 		$229K Sell
1,454
-50
-3% -$7.8K 0.07% 208
2021
Q4 		$244K Hold
1,504
– – 0.08% 201
2021
Q3 		$225K Hold
1,504
– – 0.08% 203
2021
Q2 		$226K Hold
1,504
– – 0.07% 213
2021
Q1 		$213K Sell
1,504
-950
-39% -$128K 0.07% 208
2020
Q4 		$312K Buy
+2,454
New +$292K 0.11% 157

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

WealthTrust Axiom's RSP Position: Q2 2026 in Review

WealthTrust Axiom increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 18% in Q2 2026, buying an estimated $141K and bringing the position to 4,432 shares worth $943K. The position accounts for 0.21% of the portfolio, ranked #98.

WealthTrust Axiom first reported a position in RSP in Q4 2020 and has held it in 22 quarters since. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • WealthTrust Axiom held 4,432 shares of Invesco S&P 500 Equal Weight ETF worth $943K as of Q2 2026.
  • WealthTrust Axiom bought 690 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $141K.
  • Invesco S&P 500 Equal Weight ETF made up 0.21% of WealthTrust Axiom's portfolio in Q2 2026, its #98 holding.
  • WealthTrust Axiom first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.