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Wharton Business Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wharton Business Group’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 		$61.9M Buy
290,918
+690
+0.2% +$141K 2.07% 16
2026
Q1 		$55.7M Buy
290,228
+1,635
+0.6% +$324K 2.1% 15
2025
Q4 		$55.3M Buy
288,593
+2,035
+0.7% +$386K 2.1% 16
2025
Q3 		$54.4M Buy
286,558
+685
+0.2% +$128K 2.37% 14
2025
Q2 		$52M Buy
285,873
+2,635
+0.9% +$455K 2.19% 16
2025
Q1 		$49.1M Buy
283,238
+385
+0.1% +$68.5K 2.22% 16
2024
Q4 		$49.6M Buy
282,853
+4,145
+1% +$749K 2.24% 16
2024
Q3 		$49.9M Buy
278,708
+87,970
+46% +$15M 2.24% 15
2024
Q2 		$31.3M Sell
190,738
-43,845
-19% -$7.21M 1.62% 18
2024
Q1 		$39.7M Buy
234,583
+124
+0.1% +$19.9K 1.91% 14
2023
Q4 		$37M Buy
234,459
+969
+0.4% +$141K 1.86% 13
2023
Q3 		$33.1M Buy
233,490
+110,205
+89% +$16.5M 1.84% 15
2023
Q2 		$18.4M Buy
123,285
+175
+0.1% +$25.2K 1.22% 22
2023
Q1 		$17.8M Buy
123,110
+47,810
+63% +$7M 1.07% 24
2022
Q4 		$10.6M Buy
75,300
+73,130
+3,370% +$10.2M 0.62% 35
2022
Q3 		$276K Buy
2,170
+240
+12% +$33.8K 0.02% 113
2022
Q2 		$259K Buy
1,930
+100
+5% +$14.6K 0.02% 117
2022
Q1 		$289K Hold
1,830
– – 0.02% 118
2021
Q4 		$298K Sell
1,830
-95
-5% -$15K 0.02% 110
2021
Q3 		$288K Sell
1,925
-50
-3% -$7.66K 0.03% 56
2021
Q2 		$298K Buy
+1,975
New +$294K 0.02% 101

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

Wharton Business Group's RSP Position: Q2 2026 in Review

Wharton Business Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.24% in Q2 2026, buying an estimated $141K and bringing the position to 290,918 shares worth $61.9M. The position accounts for 2.07% of the portfolio, ranked #16.

Wharton Business Group first reported a position in RSP in Q2 2021 and has held it in 21 quarters since. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Wharton Business Group held 290,918 shares of Invesco S&P 500 Equal Weight ETF worth $61.9M as of Q2 2026.
  • Wharton Business Group 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 2.07% of Wharton Business Group's portfolio in Q2 2026, its #16 holding.
  • Wharton Business Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.