BlackDiamond Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

BlackDiamond Wealth Management’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	-2,554	Closed	-$448K	–	176
2024 Q4	$448K	Buy	2,554 +571	+29%	+$103K	0.26%	84
2024 Q3	$364K	Buy	+1,983	New	+$339K	0.22%	105
2024 Q2	–	Sell	-2,129	Closed	-$361K	–	159
2024 Q1	$361K	Sell	2,129 -61	-3%	-$9.79K	0.26%	89
2023 Q4	$343K	Sell	2,190 -4	-0.2%	-$581	0.25%	86
2023 Q3	$296K	Sell	2,194 -90	-4%	-$13.4K	0.27%	91
2023 Q2	$353K	Buy	+2,284	New	+$329K	0.3%	78

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackDiamond Wealth Management's RSP Position: Q1 2025 in Review

BlackDiamond Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2025, closing a stake of 2,554 shares — an estimated $448K sold.

BlackDiamond Wealth Management first reported a position in RSP in Q2 2023 and held it in 6 quarters. The position peaked at $448K in Q4 2024. 1,940 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

BlackDiamond Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
BlackDiamond Wealth Management sold 2,554 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $448K.
BlackDiamond Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and held it in 6 quarters.
BlackDiamond Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $448K 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 BlackDiamond Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.