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

XML Financial’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	$260K	Buy	1,221 +82	+7%	+$16.8K	0.02%	394
2026 Q1	$219K	Sell	1,139 -438	-28%	-$86.8K	0.02%	390
2025 Q4	$302K	Sell	1,577 -580	-27%	-$110K	0.02%	340
2025 Q3	$409K	Hold	2,157	–	–	0.03%	274
2025 Q2	$392K	Buy	2,157 +50	+2%	+$8.63K	0.03%	273
2025 Q1	$365K	Sell	2,107 -776	-27%	-$138K	0.03%	264
2024 Q4	$505K	Sell	2,883 -1,483	-34%	-$268K	0.05%	231
2024 Q3	$782K	Buy	4,366 +5	+0.1%	+$854	0.07%	188
2024 Q2	$716K	Buy	4,361 +6	+0.1%	+$987	0.07%	192
2024 Q1	$738K	Buy	4,355 +35	+0.8%	+$5.62K	0.08%	191
2023 Q4	$682K	Buy	4,320 +5	+0.1%	+$726	0.07%	188
2023 Q3	$611K	Buy	4,315 +56	+1%	+$8.36K	0.07%	188
2023 Q2	$637K	Sell	4,259 -1,411	-25%	-$203K	0.07%	189
2023 Q1	$820K	Buy	5,670 +40	+0.7%	+$5.86K	0.1%	172
2022 Q4	$795K	Buy	5,630 +5	+0.1%	+$699	0.1%	170
2022 Q3	$716K	Buy	5,625 +82	+1%	+$11.6K	0.1%	166
2022 Q2	$744K	Buy	5,543 +5	+0.1%	+$732	0.17%	108
2022 Q1	$873K	Buy	5,538 +5	+0.1%	+$780	0.1%	164
2021 Q4	$901K	Buy	5,533 +3	+0.1%	+$474	0.11%	163
2021 Q3	$829K	Sell	5,530 -187	-3%	-$28.6K	0.11%	160
2021 Q2	$862K	Buy	5,717 +3	+0.1%	+$447	0.19%	99
2021 Q1	$810K	Buy	5,714 +4	+0.1%	+$540	0.2%	96
2020 Q4	$728K	Sell	5,710 -58	-1%	-$6.9K	0.19%	104
2020 Q3	$624K	Sell	5,768 -25	-0.4%	-$2.7K	0.19%	98
2020 Q2	$589K	Sell	5,793 -13	-0.2%	-$1.25K	0.2%	94
2020 Q1	$488K	Sell	5,806 -2,900	-33%	-$308K	0.21%	92
2019 Q4	$1.01M	Buy	+8,706	New	+$967K	0.37%	67

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

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

XML Financial's RSP Position: Q2 2026 in Review

XML Financial increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.2% in Q2 2026, buying an estimated $16.8K and bringing the position to 1,221 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #394.

XML Financial first reported a position in RSP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.01M in Q4 2019. 2,324 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

XML Financial held 1,221 shares of Invesco S&P 500 Equal Weight ETF worth $260K as of Q2 2026.
XML Financial bought 82 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $16.8K.
Invesco S&P 500 Equal Weight ETF made up 0.02% of XML Financial's portfolio in Q2 2026, its #394 holding.
XML Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 27 quarters since.
XML Financial's Invesco S&P 500 Equal Weight ETF position peaked at $1.01M in Q4 2019.
2,324 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.