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Beta Wealth Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Beta Wealth Group’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
Q1 		– Sell
-2,511
Closed -$440K – 120
2024
Q4 		$440K Buy
2,511
+150
+6% +$27.1K 0.19% 82
2024
Q3 		$423K Buy
+2,361
New +$403K 0.19% 81

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beta Wealth Group's RSP Position: Q1 2025 in Review

Beta Wealth Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2025, closing a stake of 2,511 shares — an estimated $440K sold.

Beta Wealth Group first reported a position in RSP in Q3 2024 and held it in 2 quarters. The position peaked at $440K in Q4 2024. 1,940 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

  • Beta Wealth Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
  • Beta Wealth Group sold 2,511 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $440K.
  • Beta Wealth Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and held it in 2 quarters.
  • Beta Wealth Group's Invesco S&P 500 Equal Weight ETF position peaked at $440K in Q4 2024.
  • 1,940 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on Beta Wealth Group's 13F filing for Q1 2025, filed 9 May 2025.