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

Western Wealth 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	$2.71M	Buy	12,733 +545	+4%	+$112K	0.09%	239
2026 Q1	$2.34M	Buy	12,188 +2,600	+27%	+$515K	0.09%	249
2025 Q4	$1.84M	Sell	9,588 -683	-7%	-$130K	0.08%	227
2025 Q3	$1.95M	Buy	10,271 +681	+7%	+$127K	0.1%	186
2025 Q2	$1.74M	Sell	9,590 -1,178	-11%	-$203K	0.1%	188
2025 Q1	$1.87M	Sell	10,768 -2,580	-19%	-$459K	0.12%	165
2024 Q4	$2.34M	Buy	13,348 +5,295	+66%	+$957K	0.13%	170
2024 Q3	$1.44M	Buy	8,053 +645	+9%	+$110K	0.08%	247
2024 Q2	$1.22M	Sell	7,408 -1,033	-12%	-$170K	0.09%	196
2024 Q1	$1.43M	Sell	8,441 -1,359	-14%	-$218K	0.11%	169
2023 Q4	$1.55M	Buy	9,800 +435	+5%	+$63.2K	0.11%	190
2023 Q3	$1.33M	Buy	9,365 +586	+7%	+$87.5K	0.11%	189
2023 Q2	$1.31M	Buy	8,779 +1,320	+18%	+$190K	0.11%	193
2023 Q1	$1.08M	Buy	7,459 +1,636	+28%	+$240K	0.1%	218
2022 Q4	$823K	Sell	5,823 -4,082	-41%	-$571K	0.08%	259
2022 Q3	$1.28M	Sell	9,905 -34,900	-78%	-$4.92M	0.07%	256
2022 Q2	$6.01M	Sell	44,805 -1,945	-4%	-$285K	0.35%	60
2022 Q1	$7.37M	Buy	46,750 +23,646	+102%	+$3.69M	0.36%	57
2021 Q4	$3.76M	Buy	+23,104	New	+$3.65M	0.37%	53
2021 Q2	$3.69M	Buy	24,425 +266	+1%	+$39.6K	0.38%	54
2021 Q1	$3.42M	Sell	24,159 -6,751	-22%	-$911K	0.46%	41
2020 Q4	$3.94M	Buy	30,910 +4,639	+18%	+$552K	0.58%	29
2020 Q3	$2.84M	Buy	26,271 +20,657	+368%	+$2.23M	0.46%	42
2020 Q2	$577K	Sell	5,614 -100	-2%	-$9.64K	0.1%	197
2020 Q1	$478K	Sell	5,714 -98,691	-95%	-$10.5M	0.11%	190
2019 Q4	$11.6M	Buy	104,405 +98,729	+1,739%	+$11M	1.76%	10
2019 Q3	$613K	Sell	5,676 -201,034	-97%	-$21.6M	0.13%	182
2019 Q2	$21.4M	Buy	206,710 +189,296	+1,087%	+$20M	2.81%	3
2019 Q1	$1.82M	Buy	17,414 +13,280	+321%	+$1.34M	0.41%	55
2018 Q4	$394K	Buy	+4,134	New	+$410K	0.11%	208

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

Western Wealth Management's RSP Position: Q2 2026 in Review

Western Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.5% in Q2 2026, buying an estimated $112K and bringing the position to 12,733 shares worth $2.71M. The position accounts for 0.09% of the portfolio, ranked #239.

Western Wealth Management first reported a position in RSP in Q4 2018 and has held it in 30 quarters since. The position peaked at $21.4M in Q2 2019. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Western Wealth Management held 12,733 shares of Invesco S&P 500 Equal Weight ETF worth $2.71M as of Q2 2026.
Western Wealth Management bought 545 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $112K.
Invesco S&P 500 Equal Weight ETF made up 0.09% of Western Wealth Management's portfolio in Q2 2026, its #239 holding.
Western Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $21.4M in Q2 2019.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.