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

Abbot Financial Management’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 Q1	$1.07M	Buy	5,588 +171	+3%	+$33.9K	0.45%	63
2025 Q4	$1.04M	Sell	5,417 -249	-4%	-$47.3K	0.43%	62
2025 Q3	$1.07M	Buy	5,666 +153	+3%	+$28.5K	0.46%	61
2025 Q2	$1M	Buy	5,513 +1,593	+41%	+$275K	0.46%	62
2025 Q1	$679K	Buy	3,920 +950	+32%	+$169K	0.35%	83
2024 Q4	$520K	Buy	2,970 +1,045	+54%	+$189K	0.26%	99
2024 Q3	$345K	Buy	+1,925	New	+$329K	0.17%	110

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Abbot Financial Management's RSP Position: Q1 2026 in Review

Abbot Financial Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.2% in Q1 2026, buying an estimated $33.9K and bringing the position to 5,588 shares worth $1.07M. The position accounts for 0.45% of the portfolio, ranked #63.

Abbot Financial Management first reported a position in RSP in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q3 2025. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Abbot Financial Management held 5,588 shares of Invesco S&P 500 Equal Weight ETF worth $1.07M as of Q1 2026.
Abbot Financial Management bought 171 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $33.9K.
Invesco S&P 500 Equal Weight ETF made up 0.45% of Abbot Financial Management's portfolio in Q1 2026, its #63 holding.
Abbot Financial Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 7 quarters since.
Abbot Financial Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.07M in Q3 2025.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.