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

Westside 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	$867K	Buy	4,073 +40	+1%	+$8.19K	0.11%	153
2026 Q1	$774K	Buy	4,033 +180	+5%	+$35.7K	0.12%	155
2025 Q4	$738K	Buy	3,853 +776	+25%	+$147K	0.12%	143
2025 Q3	$584K	Buy	3,077 +30	+1%	+$5.59K	0.09%	169
2025 Q2	$554K	Hold	3,047	–	–	0.1%	155
2025 Q1	$528K	Buy	3,047 +1,761	+137%	+$313K	0.11%	148
2024 Q4	$225K	Hold	1,286	–	–	0.05%	218
2024 Q3	$230K	Buy	1,286 +786	+157%	+$134K	0.05%	219
2024 Q2	$82.1K	Hold	500	–	–	0.02%	324
2024 Q1	$84.7K	Hold	500	–	–	0.02%	315
2023 Q4	$78.9K	Hold	500	–	–	0.02%	308
2023 Q3	$70.8K	Hold	500	–	–	0.02%	305
2023 Q2	$74.8K	Hold	500	–	–	0.02%	305
2023 Q1	$72.3K	Buy	500 +108	+28%	+$15.8K	0.02%	311
2022 Q4	$55	Buy	+392	New	+$54.8K	﹤0.01%	408

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

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

Westside Investment Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.99% in Q2 2026, buying an estimated $8.19K and bringing the position to 4,073 shares worth $867K. The position accounts for 0.11% of the portfolio, ranked #153.

Westside Investment Management first reported a position in RSP in Q4 2022 and has held it in 15 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Westside Investment Management held 4,073 shares of Invesco S&P 500 Equal Weight ETF worth $867K as of Q2 2026.
Westside Investment Management bought 40 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $8.19K.
Invesco S&P 500 Equal Weight ETF made up 0.11% of Westside Investment Management's portfolio in Q2 2026, its #153 holding.
Westside Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.