Welch & Forbes’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Welch & Forbes’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	$444K	Buy	2,088 +296	+17%	+$60.6K	0.01%	302
2026 Q1	$344K	Buy	1,792 +43	+2%	+$8.52K	﹤0.01%	313
2025 Q4	$335K	Buy	1,749 +197	+13%	+$37.4K	﹤0.01%	314
2025 Q3	$294K	Buy	1,552 +38	+3%	+$7.08K	﹤0.01%	334
2025 Q2	$275K	Buy	1,514 +10	+0.7%	+$1.73K	﹤0.01%	333
2025 Q1	$261K	Buy	1,504 +175	+13%	+$31.1K	﹤0.01%	335
2024 Q4	$233K	Sell	1,329 -150	-10%	-$27.1K	﹤0.01%	357
2024 Q3	$265K	Buy	1,479 +7	+0.5%	+$1.2K	﹤0.01%	350
2024 Q2	$242K	Buy	+1,472	New	+$242K	﹤0.01%	351

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

Welch & Forbes's RSP Position: Q2 2026 in Review

Welch & Forbes increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 17% in Q2 2026, buying an estimated $60.6K and bringing the position to 2,088 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #302.

Welch & Forbes first reported a position in RSP in Q2 2024 and has held it in 9 quarters since. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Welch & Forbes held 2,088 shares of Invesco S&P 500 Equal Weight ETF worth $444K as of Q2 2026.
Welch & Forbes bought 296 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $60.6K.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #302 holding.
Welch & Forbes first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.