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Axiom Financial Strategies’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Axiom Financial Strategies’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 		$61.6M Buy
320,862
+118,897
+59% +$23.6M 21.68% 1
2025
Q4 		$38.7M Buy
201,965
+7,191
+4% +$1.37M 16.28% 2
2025
Q3 		$36.9M Buy
194,774
+172,676
+781% +$32.2M 15.9% 2
2025
Q2 		$4.02M Buy
+22,098
New +$3.81M 2.24% 14

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
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

Axiom Financial Strategies's RSP Position: Q1 2026 in Review

Axiom Financial Strategies increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 59% in Q1 2026, buying an estimated $23.6M and bringing the position to 320,862 shares worth $61.6M. The position accounts for 21.68% of the portfolio, ranked #1.

Axiom Financial Strategies first reported a position in RSP in Q2 2025 and has held it in 4 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Axiom Financial Strategies held 320,862 shares of Invesco S&P 500 Equal Weight ETF worth $61.6M as of Q1 2026.
  • Axiom Financial Strategies bought 118,897 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $23.6M.
  • Invesco S&P 500 Equal Weight ETF made up 21.68% of Axiom Financial Strategies's portfolio in Q1 2026, its #1 holding.
  • Axiom Financial Strategies first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.