World Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

World Investment 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	$12.2M	Sell	62,867 -11,381	-15%	-$2.33M	0.2%	115
2026 Q1	$14.2M	Buy	74,248 +40,504	+120%	+$8.03M	0.23%	90
2025 Q4	$6.46M	Buy	33,744 +7,159	+27%	+$1.36M	0.1%	219
2025 Q3	$5.04M	Sell	26,585 -203	-0.8%	-$37.8K	0.1%	224
2025 Q2	$4.87M	Sell	26,788 -4,657	-15%	-$804K	0.11%	214
2025 Q1	$5.45M	Sell	31,445 -10,188	-24%	-$1.81M	0.14%	171
2024 Q4	$7.3M	Buy	41,633 +21,357	+105%	+$3.86M	0.2%	117
2024 Q3	$3.63M	Buy	20,276 +1,433	+8%	+$245K	0.11%	205
2024 Q2	$3.1M	Buy	18,843 +11,631	+161%	+$1.91M	0.19%	108
2024 Q1	$1.61M	Sell	7,212 -8,637	-54%	-$1.39M	0.23%	94
2023 Q4	$2.5M	Buy	15,849 +7,458	+89%	+$1.08M	0.32%	69
2023 Q3	$1.19M	Buy	8,391 +1,612	+24%	+$241K	0.24%	83
2023 Q2	$1.01M	Buy	6,779 +30	+0.4%	+$4.32K	0.2%	87
2023 Q1	$976K	Buy	6,749 +44	+0.7%	+$6.44K	0.2%	84
2022 Q4	$947K	Buy	6,705 +1	+0%	+$140	0.22%	80
2022 Q3	$853K	Buy	6,704 +300	+5%	+$42.3K	0.2%	85
2022 Q2	$935K	Sell	6,404 -49	-0.8%	-$7.17K	0.2%	85
2022 Q1	$1.02M	Sell	6,453 -80	-1%	-$12.5K	0.21%	87
2021 Q4	$1.03M	Hold	6,533	–	–	0.22%	90
2021 Q3	$979K	Buy	6,533 +161	+3%	+$24.6K	0.22%	80
2021 Q2	$961K	Sell	6,372 -175	-3%	-$26.1K	0.22%	78
2021 Q1	$969K	Hold	6,547	–	–	0.23%	75
2020 Q4	$886K	Sell	6,547 -699	-10%	-$83.1K	0.22%	78
2020 Q3	$783K	Hold	7,246	–	–	0.27%	62
2020 Q2	$806K	Sell	7,246 -234	-3%	-$22.6K	0.28%	56
2020 Q1	$628K	Sell	7,480 -423	-5%	-$44.9K	0.29%	55
2019 Q4	$915K	Buy	7,903 +123	+2%	+$13.7K	0.36%	43
2019 Q3	$841K	Sell	7,780 -40	-0.5%	-$4.29K	0.36%	39
2019 Q2	$833K	Buy	7,820 +594	+8%	+$62.9K	0.37%	34
2019 Q1	$755K	Sell	7,226 -730	-9%	-$73.6K	0.34%	40
2018 Q4	$815K	Buy	+7,956	New	+$788K	0.37%	45

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

World Investment Advisors's RSP Position: Q2 2026 in Review

World Investment Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 15% in Q2 2026, selling an estimated $2.33M and leaving 62,867 shares worth $12.2M. The position accounts for 0.2% of the portfolio, ranked #115.

World Investment Advisors first reported a position in RSP in Q4 2018 and has held it in 31 quarters since. The position peaked at $14.2M in Q1 2026. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

World Investment Advisors held 62,867 shares of Invesco S&P 500 Equal Weight ETF worth $12.2M as of Q2 2026.
World Investment Advisors sold 11,381 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.33M.
Invesco S&P 500 Equal Weight ETF made up 0.2% of World Investment Advisors's portfolio in Q2 2026, its #115 holding.
World Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 31 quarters since.
World Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $14.2M in Q1 2026.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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