WESPAC Advisors SoCal’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

WESPAC Advisors SoCal’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	$3.72M	Buy	+17,503	New	+$3.58M	0.66%	42
2022 Q2	–	Sell	-5,310	Closed	-$837K	–	81
2022 Q1	$837K	Sell	5,310 -350	-6%	-$54.6K	0.26%	59
2021 Q4	$888K	Sell	5,660 -1,700	-23%	-$269K	0.27%	54
2021 Q3	$1.12M	Hold	7,360	–	–	0.37%	50
2021 Q2	$1.11M	Buy	+7,360	New	+$1.1M	0.37%	47
2020 Q1	–	Sell	-6,865	Closed	-$794K	–	92
2019 Q4	$794K	Buy	6,865 +350	+5%	+$38.9K	0.38%	45
2019 Q3	$704K	Buy	6,515 +300	+5%	+$32.2K	0.35%	46
2019 Q2	$669K	Sell	6,215 -155	-2%	-$16.4K	0.36%	48
2019 Q1	$665K	Buy	+6,370	New	+$643K	0.37%	48
2018 Q4	–	Hold	0	–	–	–	54
2018 Q3	–	Sell	-4,450	Closed	-$470K	–	60
2018 Q2	$453K	Buy	4,450 +625	+16%	+$63.3K	0.26%	56
2018 Q1	$380K	Buy	3,825 +95	+3%	+$9.72K	0.22%	56
2017 Q4	$376K	Sell	3,730 -2,341	-39%	-$230K	0.21%	55
2017 Q3	$580K	Buy	6,071 +191	+3%	+$17.9K	0.35%	48
2017 Q2	$544K	Sell	5,880 -400	-6%	-$36.7K	0.35%	50
2017 Q1	$570K	Sell	6,280 -350	-5%	-$31.4K	0.35%	45
2016 Q4	$574K	Buy	6,630 +6,315	+2,005%	+$533K	0.37%	42
2016 Q3	$26.3K	Hold	315	–	–	0.02%	136
2016 Q2	$25.3K	Hold	315	–	–	0.02%	143
2016 Q1	$24.7K	Sell	315 -2,090	-87%	-$154K	0.02%	141
2015 Q4	$184K	Buy	+2,405	New	+$187K	0.12%	85

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

WESPAC Advisors SoCal's RSP Position: Q2 2026 in Review

WESPAC Advisors SoCal opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 17,503 shares worth $3.72M. The stake represents 0.66% of the portfolio and ranks #42 among its holdings. This is a return to the name: WESPAC Advisors SoCal previously reported a position in RSP as recently as Q1 2022.

WESPAC Advisors SoCal first reported a position in RSP in Q4 2015 and has held it in 20 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

WESPAC Advisors SoCal held 17,503 shares of Invesco S&P 500 Equal Weight ETF worth $3.72M as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new WESPAC Advisors SoCal position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.66% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #42 holding.
WESPAC Advisors SoCal first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2015 and has held it in 20 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.