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

Austin 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	–	Sell	-1,694	Closed	-$333K	–	147
2025 Q4	$333K	Buy	1,694 +118	+7%	+$22.4K	0.05%	122
2025 Q3	$299K	Hold	1,576	–	–	0.05%	123
2025 Q2	$289K	Hold	1,576	–	–	0.05%	108
2025 Q1	$264K	Sell	1,576 -50	-3%	-$8.89K	0.05%	106
2024 Q4	$293K	Sell	1,626 -134	-8%	-$24.2K	0.06%	97
2024 Q3	$312K	Buy	1,760 +298	+20%	+$50.9K	0.07%	96
2024 Q2	$244K	Hold	1,462	–	–	0.06%	101
2024 Q1	$245K	Hold	1,462	–	–	0.06%	100
2023 Q4	$234K	Hold	1,462	–	–	0.06%	104
2023 Q3	$215K	Buy	+1,462	New	+$218K	0.07%	92

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

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

Austin Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 1,694 shares — an estimated $333K sold.

Austin Wealth Management first reported a position in RSP in Q3 2023 and held it in 10 quarters. The position peaked at $333K in Q4 2025. 2,228 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Austin Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
Austin Wealth Management sold 1,694 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $333K.
Austin Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and held it in 10 quarters.
Austin Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $333K in Q4 2025.
2,228 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Austin Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.