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Carolinas Wealth Consulting’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-15,181
Closed -$2.63M – 752
2025
Q1 		$2.63M Buy
15,181
+380
+3% +$67.6K 0.57% 31
2024
Q4 		$2.59M Sell
14,801
-11,936
-45% -$2.16M 0.51% 34
2024
Q3 		$4.79M Sell
26,737
-121
-0.5% -$20.7K 0.87% 30
2024
Q2 		$4.41M Sell
26,858
-9,987
-27% -$1.64M 0.85% 31
2024
Q1 		$6.24M Buy
36,845
+9,781
+36% +$1.57M 1.23% 22
2023
Q4 		$4.27M Sell
27,064
-420
-2% -$61K 0.93% 27
2023
Q3 		$3.73M Buy
27,484
+993
+4% +$148K 0.93% 27
2023
Q2 		$3.96M Buy
26,491
+188
+0.7% +$27.1K 0.79% 30
2023
Q1 		$3.8M Buy
+26,303
New +$3.85M 0.81% 30
2022
Q4 		– Sell
-144
Closed -$18K – 1095
2022
Q3 		$18K Sell
144
-92
-39% -$13K ﹤0.01% 465
2022
Q2 		$32K Buy
+236
New +$34.5K 0.01% 385

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carolinas Wealth Consulting's RSP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 15,181 shares — an estimated $2.63M sold.

Carolinas Wealth Consulting first reported a position in RSP in Q2 2022 and held it in 11 quarters. The position peaked at $6.24M in Q1 2024. 1,953 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 15,181 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $2.63M.
  • Carolinas Wealth Consulting first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and held it in 11 quarters.
  • Carolinas Wealth Consulting's Invesco S&P 500 Equal Weight ETF position peaked at $6.24M in Q1 2024.
  • 1,953 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.