Archvest Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Archvest Wealth Advisors’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	$253K	Hold	1,320	–	–	0.16%	60
2025 Q4	$253K	Sell	1,320 -2	-0.2%	-$380	0.16%	55
2025 Q3	$251K	Buy	1,322 +10	+0.8%	+$1.86K	0.22%	53
2025 Q2	$238K	Hold	1,312	–	–	0.21%	54
2025 Q1	$227K	Hold	1,312	–	–	0.19%	57
2024 Q4	$230K	Sell	1,312 -110	-8%	-$19.9K	0.17%	54
2024 Q3	$255K	Hold	1,422	–	–	0.16%	54
2024 Q2	$232K	Sell	1,422 -215	-13%	-$35.4K	0.15%	56
2024 Q1	$276K	Hold	1,637	–	–	0.19%	52
2023 Q4	$258K	Hold	1,637	–	–	0.19%	48
2023 Q3	$232K	Hold	1,637	–	–	0.19%	46
2023 Q2	$245K	Hold	1,637	–	–	0.2%	44
2023 Q1	$237K	Hold	1,637	–	–	0.21%	42
2022 Q4	$231K	Sell	1,637 -83	-5%	-$11.6K	0.23%	36
2022 Q3	$219K	Buy	1,720 +1	+0.1%	+$141	0.22%	40
2022 Q2	$231K	Hold	1,719	–	–	0.23%	35
2022 Q1	$271K	Sell	1,719 -203	-11%	-$31.7K	0.24%	36
2021 Q4	$313K	Buy	+1,922	New	+$304K	0.27%	35

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

Archvest Wealth Advisors's RSP Position: Q1 2026 in Review

Archvest Wealth Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 1,320 shares worth $253K. The position accounts for 0.16% of the portfolio, ranked #60.

Archvest Wealth Advisors first reported a position in RSP in Q4 2021 and has held it in 18 quarters since. The position peaked at $313K in Q4 2021. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Archvest Wealth Advisors held 1,320 shares of Invesco S&P 500 Equal Weight ETF worth $253K as of Q1 2026.
Archvest Wealth Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.16% of Archvest Wealth Advisors's portfolio in Q1 2026, its #60 holding.
Archvest Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 18 quarters since.
Archvest Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $313K in Q4 2021.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.