Axim Planning & Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Axim Planning & Wealth’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	-1,586	Closed	-$304K	–	91
2025 Q4	$304K	Sell	1,586 -487	-23%	-$92.4K	0.32%	49
2025 Q3	$393K	Sell	2,073 -24	-1%	-$4.47K	0.31%	39
2025 Q2	$381K	Buy	2,097 +179	+9%	+$30.9K	0.35%	23
2025 Q1	$332K	Buy	+1,918	New	+$341K	0.29%	14
2022 Q4	–	Sell	-984	Closed	-$125K	–	139
2022 Q3	$125K	Buy	984 +109	+12%	+$15.4K	0.12%	27
2022 Q2	$117K	Buy	+875	New	+$128K	0.09%	24

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

Axim Planning & Wealth's RSP Position: Q1 2026 in Review

Axim Planning & Wealth sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 1,586 shares — an estimated $304K sold.

Axim Planning & Wealth first reported a position in RSP in Q2 2022 and held it in 6 quarters. The position peaked at $393K in Q3 2025. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Axim Planning & Wealth reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
Axim Planning & Wealth sold 1,586 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $304K.
Axim Planning & Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and held it in 6 quarters.
Axim Planning & Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $393K in Q3 2025.
2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.