Benchmark Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Benchmark Investment 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	$391K	Buy	+2,038	New	+$404K	0.23%	61
2025 Q3	$685K	Buy	+3,612	New	+$673K	0.4%	48
2025 Q1	$750K	Sell	4,330 -10	-0.2%	-$1.78K	0.49%	51
2024 Q4	$760K	Sell	4,340 -148	-3%	-$26.8K	0.49%	46
2024 Q3	$804K	Sell	4,488 -157	-3%	-$26.8K	0.57%	44
2024 Q2	$763K	Buy	4,645 +28	+0.6%	+$4.61K	0.55%	42
2024 Q1	$782K	Sell	4,617 -339	-7%	-$54.4K	0.62%	44
2023 Q4	$782K	Sell	4,956 -212	-4%	-$30.8K	0.72%	39
2023 Q3	$732K	Buy	5,168 +22	+0.4%	+$3.29K	0.74%	41
2023 Q2	$770K	Buy	5,146 +23	+0.4%	+$3.31K	0.71%	42
2023 Q1	$741K	Buy	5,123 +25	+0.5%	+$3.66K	0.76%	44
2022 Q4	$720K	Buy	5,098 +21	+0.4%	+$2.94K	0.76%	46
2022 Q3	$646K	Sell	5,077 -251	-5%	-$35.4K	0.7%	48
2022 Q2	$715K	Buy	5,328 +27	+0.5%	+$3.95K	0.75%	45
2022 Q1	$836K	Buy	5,301 +21	+0.4%	+$3.27K	0.63%	45
2021 Q4	$859K	Buy	+5,280	New	+$834K	0.71%	46

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

Benchmark Investment Advisors's RSP Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026: 2,038 shares worth $391K. The stake represents 0.23% of the portfolio and ranks #61 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in RSP as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in RSP in Q4 2021 and has held it in 16 quarters since. The position peaked at $859K in Q4 2021. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Benchmark Investment Advisors held 2,038 shares of Invesco S&P 500 Equal Weight ETF worth $391K as of Q1 2026.
Invesco S&P 500 Equal Weight ETF was a new Benchmark Investment Advisors position in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.23% of Benchmark Investment Advisors's portfolio in Q1 2026, its #61 holding.
Benchmark Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 16 quarters since.
Benchmark Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $859K in Q4 2021.
2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.