Aznar Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Aznar Financial 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
2025 Q4	$936K	Buy	+4,888	New	+$928K	0.9%	20

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

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

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

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 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

TPSF

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

Aznar Financial Advisors's RSP Position: Q4 2025 in Review

Aznar Financial Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2025: 4,888 shares worth $936K. The stake represents 0.9% of the portfolio and ranks #20 among its holdings.

2,134 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

Aznar Financial Advisors held 4,888 shares of Invesco S&P 500 Equal Weight ETF worth $936K as of Q4 2025.
Invesco S&P 500 Equal Weight ETF was a new Aznar Financial Advisors position in Q4 2025.
Invesco S&P 500 Equal Weight ETF made up 0.9% of Aznar Financial Advisors's portfolio in Q4 2025, its #20 holding.
2,134 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Aznar Financial Advisors's 13F filing for Q4 2025, filed 19 Feb 2026.