AFT Forsyth & Company’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

AFT Forsyth & Company’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	$349K	Buy	1,819 +5	+0.3%	+$991	0.16%	92
2025 Q4	$348K	Buy	1,814 +4	+0.2%	+$759	0.15%	98
2025 Q3	$343K	Buy	1,810 +5	+0.3%	+$932	0.16%	89
2025 Q2	$328K	Buy	1,805 +4	+0.2%	+$690	0.17%	88
2025 Q1	$312K	Buy	1,801 +6	+0.3%	+$1.07K	0.17%	101
2024 Q4	$315K	Sell	1,795 -46	-2%	-$8.32K	0.15%	106
2024 Q3	$330K	Buy	1,841 +4	+0.2%	+$683	0.16%	103
2024 Q2	$302K	Buy	1,837 +5	+0.3%	+$822	0.15%	115
2024 Q1	$310K	Buy	1,832 +4	+0.2%	+$642	0.18%	111
2023 Q4	$288K	Buy	1,828 +5	+0.3%	+$726	0.18%	110
2023 Q3	$258K	Buy	1,823 +5	+0.3%	+$747	0.19%	107
2023 Q2	$272K	Buy	1,818 +5	+0.3%	+$720	0.19%	110
2023 Q1	$262K	Buy	1,813 +5	+0.3%	+$732	0.2%	114
2022 Q4	$255K	Buy	1,808 +5	+0.3%	+$699	0.22%	116
2022 Q3	$230K	Buy	1,803 +11	+0.6%	+$1.55K	0.21%	119
2022 Q2	$241K	Sell	1,792 -70	-4%	-$10.2K	0.19%	122
2022 Q1	$294K	Buy	1,862 +3	+0.2%	+$468	0.19%	123
2021 Q4	$303K	Buy	1,859 +4	+0.2%	+$632	0.16%	125
2021 Q3	$278K	Sell	1,855 -23	-1%	-$3.52K	0.15%	133
2021 Q2	$283K	Buy	1,878 +3	+0.2%	+$447	0.15%	135
2021 Q1	$266K	Buy	1,875 +2	+0.1%	+$270	0.16%	132
2020 Q4	$239K	Buy	1,873 +3	+0.2%	+$357	0.15%	134
2020 Q3	$202K	Buy	+1,870	New	+$202K	0.15%	128
2020 Q1	–	Sell	-1,868	Closed	-$216K	–	145
2019 Q4	$216K	Buy	1,868 +3	+0.2%	+$333	0.16%	133
2019 Q3	$202K	Buy	1,865 +3	+0.2%	+$322	0.17%	130
2019 Q2	$201K	Buy	+1,862	New	+$197K	0.17%	134
2013 Q3	$166K	Buy	2,544 +725	+40%	+$46.8K	0.22%	113
2013 Q2	$111K	Buy	+1,819	New	+$111K	0.16%	122

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 $2.7B AUM 6.73% 1-Year Est. Return

AFT Forsyth & Company's RSP Position: Q1 2026 in Review

AFT Forsyth & Company increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.28% in Q1 2026, buying an estimated $991 and bringing the position to 1,819 shares worth $349K. The position accounts for 0.16% of the portfolio, ranked #92.

AFT Forsyth & Company first reported a position in RSP in Q2 2013 and has held it in 28 quarters since. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

AFT Forsyth & Company held 1,819 shares of Invesco S&P 500 Equal Weight ETF worth $349K as of Q1 2026.
AFT Forsyth & Company bought 5 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $991.
Invesco S&P 500 Equal Weight ETF made up 0.16% of AFT Forsyth & Company's portfolio in Q1 2026, its #92 holding.
AFT Forsyth & Company first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 28 quarters since.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.