Woodward Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Woodward Financial Advisors’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	$377K	Buy	1,771 +535	+43%	+$109K	0.13%	48
2026 Q1	$232K	Sell	1,236 -555	-31%	-$110K	0.09%	54
2025 Q4	$343K	Hold	1,791	–	–	0.13%	42
2025 Q3	$340K	Hold	1,791	–	–	0.13%	45
2025 Q2	$325K	Hold	1,791	–	–	0.13%	47
2025 Q1	$310K	Sell	1,791 -865	-33%	-$154K	0.15%	46
2024 Q4	$465K	Hold	2,656	–	–	0.23%	37
2024 Q3	$476K	Sell	2,656 -453	-15%	-$77.4K	0.24%	37
2024 Q2	$507K	Buy	3,109 +428	+16%	+$70.4K	0.29%	35
2024 Q1	$451K	Sell	2,681 -10	-0.4%	-$1.61K	0.27%	36
2023 Q4	$425K	Sell	2,691 -125	-4%	-$18.2K	0.28%	35
2023 Q3	$399K	Hold	2,816	–	–	0.3%	34
2023 Q2	$421K	Hold	2,816	–	–	0.31%	34
2023 Q1	$407K	Hold	2,816	–	–	0.33%	34
2022 Q4	$398K	Hold	2,816	–	–	0.34%	34
2022 Q3	$358K	Hold	2,816	–	–	0.34%	34
2022 Q2	$378K	Sell	2,816 -32	-1%	-$4.68K	0.35%	33
2022 Q1	$449K	Hold	2,848	–	–	0.46%	24
2021 Q4	$464K	Buy	+2,848	New	+$450K	0.47%	23

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

Woodward Financial Advisors's RSP Position: Q2 2026 in Review

Woodward Financial Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 43% in Q2 2026, buying an estimated $109K and bringing the position to 1,771 shares worth $377K. The position accounts for 0.13% of the portfolio, ranked #48.

Woodward Financial Advisors first reported a position in RSP in Q4 2021 and has held it in 19 quarters since. The position peaked at $507K in Q2 2024. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Woodward Financial Advisors held 1,771 shares of Invesco S&P 500 Equal Weight ETF worth $377K as of Q2 2026.
Woodward Financial Advisors bought 535 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $109K.
Invesco S&P 500 Equal Weight ETF made up 0.13% of Woodward Financial Advisors's portfolio in Q2 2026, its #48 holding.
Woodward Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
Woodward Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $507K in Q2 2024.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.