Yarger Wealth Strategies’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Yarger Wealth Strategies’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	$1.28M	Buy	5,985 +22	+0.4%	+$4.5K	0.46%	47
2026 Q1	$1.14M	Buy	5,963 +25	+0.4%	+$4.95K	0.46%	44
2025 Q4	$1.14M	Buy	5,938 +24	+0.4%	+$4.56K	0.49%	41
2025 Q3	$1.12M	Buy	5,914 +26	+0.4%	+$4.84K	0.51%	40
2025 Q2	$1.07M	Buy	5,888 +23	+0.4%	+$3.97K	0.56%	37
2025 Q1	$1.02M	Buy	5,865 +28	+0.5%	+$4.98K	0.59%	35
2024 Q4	$1.02M	Buy	5,837 +20	+0.3%	+$3.62K	0.59%	36
2024 Q3	$1.04M	Buy	5,817 +22	+0.4%	+$3.76K	0.58%	36
2024 Q2	$952K	Sell	5,795 -67	-1%	-$11K	0.57%	37
2024 Q1	$993K	Buy	5,862 +25	+0.4%	+$4.01K	0.68%	35
2023 Q4	$921K	Buy	5,837 +22	+0.4%	+$3.2K	0.74%	27
2023 Q3	$824K	Sell	5,815 -239	-4%	-$35.7K	0.7%	27
2023 Q2	$906K	Buy	6,054 +379	+7%	+$54.6K	0.81%	26
2023 Q1	$821K	Buy	5,675 +27	+0.5%	+$3.95K	0.9%	25
2022 Q4	$798K	Buy	5,648 +23	+0.4%	+$3.22K	0.99%	24
2022 Q3	$716K	Buy	5,625 +26	+0.5%	+$3.67K	0.95%	24
2022 Q2	$767K	Buy	5,599 +28	+0.5%	+$4.1K	0.99%	22
2022 Q1	$879K	Buy	5,571 +23	+0.4%	+$3.59K	1.15%	19
2021 Q4	$903K	Buy	+5,548	New	+$877K	0.97%	21

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

Yarger Wealth Strategies's RSP Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.37% in Q2 2026, buying an estimated $4.5K and bringing the position to 5,985 shares worth $1.28M. The position accounts for 0.46% of the portfolio, ranked #47.

Yarger Wealth Strategies first reported a position in RSP in Q4 2021 and has held it in 19 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Yarger Wealth Strategies held 5,985 shares of Invesco S&P 500 Equal Weight ETF worth $1.28M as of Q2 2026.
Yarger Wealth Strategies bought 22 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $4.5K.
Invesco S&P 500 Equal Weight ETF made up 0.46% of Yarger Wealth Strategies's portfolio in Q2 2026, its #47 holding.
Yarger Wealth Strategies first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.