C.M. Bidwell & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

C.M. Bidwell & Associates’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	$221K	Hold	1,150	–	–	0.1%	130
2025 Q4	$220K	Hold	1,150	–	–	0.1%	126
2025 Q3	$218K	Hold	1,150	–	–	0.1%	122
2025 Q2	$209K	Hold	1,150	–	–	0.11%	124
2025 Q1	$199K	Hold	1,150	–	–	0.12%	123
2024 Q4	$202K	Hold	1,150	–	–	0.12%	124
2024 Q3	$206K	Hold	1,150	–	–	0.13%	121
2024 Q2	$189K	Hold	1,150	–	–	0.13%	121
2024 Q1	$195K	Hold	1,150	–	–	0.13%	121
2023 Q4	$181K	Hold	1,150	–	–	0.13%	118
2023 Q3	$163K	Hold	1,150	–	–	0.12%	141
2023 Q2	$172K	Hold	1,150	–	–	0.13%	142
2023 Q1	$166K	Hold	1,150	–	–	0.13%	141
2022 Q4	$162K	Hold	1,150	–	–	0.13%	147
2022 Q3	$146K	Hold	1,150	–	–	0.12%	152
2022 Q2	$154K	Hold	1,150	–	–	0.12%	158
2022 Q1	$181K	Hold	1,150	–	–	0.12%	176
2021 Q4	$187K	Hold	1,150	–	–	0.11%	175
2021 Q3	$172K	Hold	1,150	–	–	0.11%	177
2021 Q2	$173K	Buy	+1,150	New	+$171K	0.11%	173

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 $2.7B AUM 6.73% 1-Year Est. Return

C.M. Bidwell & Associates's RSP Position: Q1 2026 in Review

C.M. Bidwell & Associates held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 1,150 shares worth $221K. The position accounts for 0.1% of the portfolio, ranked #130.

C.M. Bidwell & Associates first reported a position in RSP in Q2 2021 and has held it in 20 quarters since. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

C.M. Bidwell & Associates held 1,150 shares of Invesco S&P 500 Equal Weight ETF worth $221K as of Q1 2026.
C.M. Bidwell & Associates left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.1% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #130 holding.
C.M. Bidwell & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and has held it in 20 quarters since.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.