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RSPRSP
8 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in INVESCO S&P 500 EQUAL WEIGHT

Dynasty Wealth Management, LLC holds 177,799 shares of RSP (INVESCO S&P 500 EQUAL WEIGHT), worth $37.8M as of 2026-Q2. The position was increased (+0.4% shares). RSP represents 0.3% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$37.8M

Current Shares

177,799

Total Value Change

-$4.7M

Total Shares Change

-59,675

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
177,799
+0.4%
$37.8M0.3%$212.77
35
2026-Q1
Decreased
177,042
-36.9%
$34M0.3%$191.18
0
2025-Q4
Increased
280,574
+70.5%
$53.7M0.5%$190.01
62
2025-Q3
Decreased
164,508
-20.5%
$31.2M0.4%$187.42
0
2025-Q2
Decreased
206,817
-60.9%
$37.6M0.6%$178.77
0
2025-Q1
Increased
528,277
+139.9%
$42.3M0.7%$169.71
66
2024-Q4
Decreased
220,191
-7.3%
$38.6M0.7%$170.85
0
2024-Q3
New
237,474
-
$42.5M1.3%$174.07
67

Other major holders of RSP: MORGAN STANLEY, Steward Partners Investment Advisory, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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