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

AMJ Financial Wealth 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
2025 Q2	–	Sell	-5,289	Closed	-$916K	–	95
2025 Q1	$916K	Buy	5,289 +77	+1%	+$13.7K	0.27%	52
2024 Q4	$913K	Buy	5,212 +19	+0.4%	+$3.44K	0.25%	53
2024 Q3	$930K	Buy	5,193 +1,230	+31%	+$210K	0.27%	49
2024 Q2	$651K	Sell	3,963 -3,647	-48%	-$600K	0.2%	53
2024 Q1	$1.29M	Sell	7,610 -8,969	-54%	-$1.44M	0.43%	46
2023 Q4	$2.62M	Sell	16,579 -2,389	-13%	-$347K	1.1%	37
2023 Q3	$2.69M	Buy	18,968 +683	+4%	+$102K	1.24%	31
2023 Q2	$2.74M	Buy	18,285 +3,171	+21%	+$457K	1.2%	31
2023 Q1	$2.19M	Buy	15,114 +66	+0.4%	+$9.66K	1.41%	25
2022 Q4	$2.13M	Buy	+15,048	New	+$2.1M	1.26%	23

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

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

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

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

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

AMJ Financial Wealth Management's RSP Position: Q2 2025 in Review

AMJ Financial Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 5,289 shares — an estimated $916K sold.

AMJ Financial Wealth Management first reported a position in RSP in Q4 2022 and held it in 10 quarters. The position peaked at $2.74M in Q2 2023. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

AMJ Financial Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
AMJ Financial Wealth Management sold 5,289 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $916K.
AMJ Financial Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and held it in 10 quarters.
AMJ Financial Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $2.74M in Q2 2023.
1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.