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Carson Advisory’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Carson Advisory’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 		$319K Buy
1,660
+188
+13% +$37.3K 0.17% 125
2025
Q4 		$282K Buy
+1,472
New +$279K 0.15% 137
2024
Q4 		– Sell
-2,261
Closed -$405K – 179
2024
Q3 		$405K Buy
2,261
+2
+0.1% +$342 0.25% 100
2024
Q2 		$371K Buy
2,259
+274
+14% +$45.1K 0.26% 99
2024
Q1 		$336K Buy
1,985
+58
+3% +$9.31K 0.24% 106
2023
Q4 		$304K Sell
1,927
-399
-17% -$58K 0.24% 106
2023
Q3 		$330K Buy
2,326
+8
+0.3% +$1.2K 0.29% 97
2023
Q2 		$347K Buy
2,318
+7
+0.3% +$1.01K 0.29% 97
2023
Q1 		$334K Buy
2,311
+8
+0.3% +$1.17K 0.3% 90
2022
Q4 		$325K Buy
2,303
+7
+0.3% +$979 0.31% 86
2022
Q3 		$292K Sell
2,296
-271
-11% -$38.2K 0.32% 80
2022
Q2 		$345K Buy
2,567
+523
+26% +$76.5K 0.39% 74
2022
Q1 		$322K Buy
2,044
+49
+2% +$7.64K 0.32% 82
2021
Q4 		$325K Buy
+1,995
New +$315K 0.33% 79

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Carson Advisory's RSP Position: Q1 2026 in Review

Carson Advisory increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 13% in Q1 2026, buying an estimated $37.3K and bringing the position to 1,660 shares worth $319K. The position accounts for 0.17% of the portfolio, ranked #125.

Carson Advisory first reported a position in RSP in Q4 2021 and has held it in 14 quarters since. The position peaked at $405K in Q3 2024. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Carson Advisory held 1,660 shares of Invesco S&P 500 Equal Weight ETF worth $319K as of Q1 2026.
  • Carson Advisory bought 188 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $37.3K.
  • Invesco S&P 500 Equal Weight ETF made up 0.17% of Carson Advisory's portfolio in Q1 2026, its #125 holding.
  • Carson Advisory first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 14 quarters since.
  • Carson Advisory's Invesco S&P 500 Equal Weight ETF position peaked at $405K in Q3 2024.
  • 2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.