Cardiff Park Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Cardiff Park 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	$1.29M	Buy	6,708 +9	+0.1%	+$1.78K	0.1%	98
2025 Q4	$1.28M	Sell	6,699 -384	-5%	-$72.9K	0.11%	100
2025 Q3	$1.34M	Buy	7,083 +9	+0.1%	+$1.68K	0.1%	104
2025 Q2	$1.29M	Buy	7,074 +1,737	+33%	+$300K	0.11%	97
2025 Q1	$925K	Buy	5,337 +9	+0.2%	+$1.6K	0.09%	114
2024 Q4	$934K	Buy	5,328 +7	+0.1%	+$1.27K	0.09%	113
2024 Q3	$953K	Buy	5,321 +8	+0.2%	+$1.37K	0.09%	105
2024 Q2	$873K	Buy	5,313 +1,206	+29%	+$198K	0.08%	109
2024 Q1	$696K	Buy	4,107 +8	+0.2%	+$1.28K	0.07%	129
2023 Q4	$647K	Buy	4,099 +7	+0.2%	+$1.02K	0.07%	134
2023 Q3	$580K	Buy	4,092 +9	+0.2%	+$1.34K	0.07%	130
2023 Q2	$611K	Buy	4,083 +8	+0.2%	+$1.15K	0.07%	129
2023 Q1	$589K	Buy	4,075 +10	+0.2%	+$1.46K	0.08%	128
2022 Q4	$574K	Buy	4,065 +7	+0.2%	+$979	0.08%	130
2022 Q3	$516K	Buy	4,058 +9	+0.2%	+$1.27K	0.08%	136
2022 Q2	$543K	Buy	4,049 +10	+0.2%	+$1.46K	0.08%	132
2022 Q1	$637K	Buy	4,039 +7	+0.2%	+$1.09K	0.09%	118
2021 Q4	$656K	Buy	+4,032	New	+$637K	0.09%	119

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

Cardiff Park Advisors's RSP Position: Q1 2026 in Review

Cardiff Park Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.13% in Q1 2026, buying an estimated $1.78K and bringing the position to 6,708 shares worth $1.29M. The position accounts for 0.1% of the portfolio, ranked #98.

Cardiff Park Advisors first reported a position in RSP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.34M in Q3 2025. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Cardiff Park Advisors held 6,708 shares of Invesco S&P 500 Equal Weight ETF worth $1.29M as of Q1 2026.
Cardiff Park Advisors bought 9 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $1.78K.
Invesco S&P 500 Equal Weight ETF made up 0.1% of Cardiff Park Advisors's portfolio in Q1 2026, its #98 holding.
Cardiff Park Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1.34M in Q3 2025.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.