Acorn Financial Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Acorn Financial Advisory Services’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
2025 Q1	–	Sell	-1,272	Closed	-$223K	–	204
2024 Q4	$223K	Sell	1,272 -80	-6%	-$14.5K	0.04%	190
2024 Q3	$242K	Sell	1,352 -4	-0.3%	-$683	0.04%	178
2024 Q2	$223K	Sell	1,356 -49	-3%	-$8.06K	0.04%	190
2024 Q1	$238K	Sell	1,405 -340	-19%	-$54.6K	0.05%	181
2023 Q4	$275K	Buy	+1,745	New	+$254K	0.05%	205
2023 Q3	–	Sell	-1,404	Closed	-$210K	–	252
2023 Q2	$210K	Sell	1,404 -111	-7%	-$16K	0.04%	234
2023 Q1	$219K	Hold	1,515	–	–	0.04%	213
2022 Q4	$214K	Buy	+1,515	New	+$212K	0.05%	205
2022 Q3	–	Sell	-1,724	Closed	-$231K	–	221
2022 Q2	$231K	Buy	1,724 +1	+0.1%	+$146	0.06%	193
2022 Q1	$272K	Sell	1,723 -86	-5%	-$13.4K	0.05%	193
2021 Q4	$294K	Sell	1,809 -98	-5%	-$15.5K	0.06%	185
2021 Q3	$286K	Sell	1,907 -416	-18%	-$63.7K	0.09%	180
2021 Q2	$350K	Sell	2,323 -3	-0.1%	-$447	0.1%	175
2021 Q1	$330K	Hold	2,326	–	–	0.12%	161
2020 Q4	$297K	Buy	2,326 +16	+0.7%	+$1.9K	0.12%	177
2020 Q3	$250K	Sell	2,310 -168	-7%	-$18.1K	0.13%	182
2020 Q2	$252K	Buy	2,478 +1	+0%	+$96	0.18%	163
2020 Q1	$208K	Buy	2,477 +220	+10%	+$23.4K	0.21%	148
2019 Q4	$261K	Buy	+2,257	New	+$251K	0.22%	138

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

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

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorn Financial Advisory Services's RSP Position: Q1 2025 in Review

Acorn Financial Advisory Services sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2025, closing a stake of 1,272 shares — an estimated $223K sold.

Acorn Financial Advisory Services first reported a position in RSP in Q4 2019 and held it in 19 quarters. The position peaked at $350K in Q2 2021. 1,940 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

Acorn Financial Advisory Services reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
Acorn Financial Advisory Services sold 1,272 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $223K.
Acorn Financial Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and held it in 19 quarters.
Acorn Financial Advisory Services's Invesco S&P 500 Equal Weight ETF position peaked at $350K in Q2 2021.
1,940 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2025, filed 29 Apr 2025.