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

Abound 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 Q1	$1.48M	Sell	7,705 -455	-6%	-$90.2K	0.65%	21
2025 Q4	$1.56M	Sell	8,160 -441	-5%	-$83.7K	0.6%	22
2025 Q3	$1.63M	Sell	8,601 -269	-3%	-$50.1K	0.65%	24
2025 Q2	$1.61M	Sell	8,870 -64	-0.7%	-$11K	0.71%	24
2025 Q1	$1.55M	Sell	8,934 -523	-6%	-$93K	0.78%	24
2024 Q4	$1.66M	Buy	+9,457	New	+$1.71M	0.84%	24

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

Abound Financial's RSP Position: Q1 2026 in Review

Abound Financial reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.6% in Q1 2026, selling an estimated $90.2K and leaving 7,705 shares worth $1.48M. The position accounts for 0.65% of the portfolio, ranked #21.

Abound Financial first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.66M in Q4 2024. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Abound Financial held 7,705 shares of Invesco S&P 500 Equal Weight ETF worth $1.48M as of Q1 2026.
Abound Financial sold 455 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $90.2K.
Invesco S&P 500 Equal Weight ETF made up 0.65% of Abound Financial's portfolio in Q1 2026, its #21 holding.
Abound Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
Abound Financial's Invesco S&P 500 Equal Weight ETF position peaked at $1.66M in Q4 2024.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.