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Willis Johnson & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Willis Johnson & Associates’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 		– Sell
-1,159
Closed -$222K – 168
2026
Q1 		$222K Sell
1,159
-63
-5% -$12.5K 0.01% 178
2025
Q4 		$234K Sell
1,222
-73
-6% -$13.9K 0.01% 161
2025
Q3 		$246K Sell
1,295
-3,366
-72% -$627K 0.02% 160
2025
Q2 		$847K Sell
4,661
-622
-12% -$107K 0.06% 75
2025
Q1 		$915K Buy
5,283
+189
+4% +$33.6K 0.07% 67
2024
Q4 		$893K Buy
5,094
+371
+8% +$67.1K 0.07% 70
2024
Q3 		$846K Buy
+4,723
New +$807K 0.06% 70
2022
Q2 		– Sell
-2,250
Closed -$355K – 108
2022
Q1 		$355K Sell
2,250
-193
-8% -$30.1K 0.05% 74
2021
Q4 		$398K Buy
2,443
+69
+3% +$10.9K 0.05% 71
2021
Q3 		$356K Sell
2,374
-192
-7% -$29.4K 0.05% 71
2021
Q2 		$387K Buy
2,566
+6
+0.2% +$893 0.05% 67
2021
Q1 		$363K Buy
2,560
+260
+11% +$35.1K 0.06% 62
2020
Q4 		$293K Buy
+2,300
New +$274K 0.05% 64

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

Willis Johnson & Associates's RSP Position: Q2 2026 in Review

Willis Johnson & Associates sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 1,159 shares — an estimated $222K sold.

Willis Johnson & Associates first reported a position in RSP in Q4 2020 and held it in 13 quarters. The position peaked at $915K in Q1 2025. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Willis Johnson & Associates reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 1,159 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $222K.
  • Willis Johnson & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and held it in 13 quarters.
  • Willis Johnson & Associates's Invesco S&P 500 Equal Weight ETF position peaked at $915K in Q1 2025.
  • 2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.