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

Aprio 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
2026 Q1	$3.23M	Buy	16,811 +1,013	+6%	+$201K	0.18%	93
2025 Q4	$3.03M	Buy	15,798 +7,933	+101%	+$1.51M	0.17%	93
2025 Q3	$1.49M	Buy	7,865 +142	+2%	+$26.5K	0.15%	95
2025 Q2	$1.4M	Sell	7,723 -173	-2%	-$29.9K	0.16%	86
2025 Q1	$1.37M	Buy	7,896 +30	+0.4%	+$5.33K	0.17%	82
2024 Q4	$1.38M	Buy	7,866 +897	+13%	+$162K	0.2%	69
2024 Q3	$1.25M	Buy	6,969 +1	+0%	+$171	0.2%	68
2024 Q2	$1.14M	Buy	6,968 +2,177	+45%	+$358K	0.21%	63
2024 Q1	$811K	Sell	4,791 -2,390	-33%	-$384K	0.16%	78
2023 Q4	$1.13M	Buy	7,181 +2,453	+52%	+$356K	0.25%	51
2023 Q3	$670K	Sell	4,728 -231	-5%	-$34.5K	0.18%	67
2023 Q2	$742K	Sell	4,959 -162	-3%	-$23.3K	0.2%	53
2023 Q1	$741K	Sell	5,121 -850	-14%	-$124K	0.23%	44
2022 Q4	$843K	Sell	5,971 -687	-10%	-$96.1K	0.3%	46
2022 Q3	$847K	Buy	6,658 +3,831	+136%	+$540K	0.34%	42
2022 Q2	$379K	Sell	2,827 -900	-24%	-$132K	0.15%	58
2022 Q1	$588K	Sell	3,727 -35,527	-91%	-$5.54M	0.22%	49
2021 Q4	$6.39M	Buy	39,254 +1,048	+3%	+$166K	2.67%	9
2021 Q3	$5.72M	Buy	38,206 +4,029	+12%	+$617K	2.61%	10
2021 Q2	$5.15M	Buy	+34,177	New	+$5.09M	2.44%	11
2020 Q4	$3.33M	Buy	26,079 +8,454	+48%	+$1.01M	2.2%	8
2020 Q3	$1.91M	Buy	+17,625	New	+$1.9M	1.35%	16

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

Aprio Wealth Management's RSP Position: Q1 2026 in Review

Aprio Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.4% in Q1 2026, buying an estimated $201K and bringing the position to 16,811 shares worth $3.23M. The position accounts for 0.18% of the portfolio, ranked #93.

Aprio Wealth Management first reported a position in RSP in Q3 2020 and has held it in 22 quarters since. The position peaked at $6.39M in Q4 2021. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Aprio Wealth Management held 16,811 shares of Invesco S&P 500 Equal Weight ETF worth $3.23M as of Q1 2026.
Aprio Wealth Management bought 1,013 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $201K.
Invesco S&P 500 Equal Weight ETF made up 0.18% of Aprio Wealth Management's portfolio in Q1 2026, its #93 holding.
Aprio Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and has held it in 22 quarters since.
Aprio Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $6.39M in Q4 2021.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.