CWM
RSP icon

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

Centricity 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
Q2 		$1.84M Buy
10,120
+3,142
+45% +$542K 1.47% 19
2025
Q1 		$1.21M Buy
6,978
+2,490
+55% +$443K 1.1% 19
2024
Q4 		$786K Buy
+4,488
New +$811K 0.73% 29

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

Centricity Wealth Management's RSP Position: Q2 2025 in Review

Centricity Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 45% in Q2 2025, buying an estimated $542K and bringing the position to 10,120 shares worth $1.84M. The position accounts for 1.47% of the portfolio, ranked #19.

Centricity Wealth Management first reported a position in RSP in Q4 2024 and has held it in 3 quarters since. 1,953 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

  • Centricity Wealth Management held 10,120 shares of Invesco S&P 500 Equal Weight ETF worth $1.84M as of Q2 2025.
  • Centricity Wealth Management bought 3,142 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $542K.
  • Invesco S&P 500 Equal Weight ETF made up 1.47% of Centricity Wealth Management's portfolio in Q2 2025, its #19 holding.
  • Centricity Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,953 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.