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CFO4Life Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

CFO4Life Group’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 		$361K Buy
1,879
+8
+0.4% +$1.58K 0.06% 148
2025
Q4 		$358K Buy
1,871
+7
+0.4% +$1.33K 0.05% 157
2025
Q3 		$354K Buy
1,864
+8
+0.4% +$1.49K 0.05% 155
2025
Q2 		$337K Buy
1,856
+8
+0.4% +$1.38K 0.05% 154
2025
Q1 		$320K Sell
1,848
-75
-4% -$13.3K 0.05% 151
2024
Q4 		$337K Sell
1,923
-267
-12% -$48.3K 0.06% 145
2024
Q3 		$392K Buy
2,190
+8
+0.4% +$1.37K 0.07% 133
2024
Q2 		$358K Buy
2,182
+9
+0.4% +$1.48K 0.07% 135
2024
Q1 		$368K Buy
+2,173
New +$349K 0.07% 136
2019
Q4 		– Sell
-1,972
Closed -$213K – 140
2019
Q3 		$213K Buy
+1,972
New +$212K 0.1% 110
2018
Q4 		– Sell
-11,842
Closed -$1.26M – 136
2018
Q3 		$1.26M Sell
11,842
-37,690
-76% -$3.98M 0.56% 39
2018
Q2 		$5.05M Buy
49,532
+3,224
+7% +$327K 2.11% 11
2018
Q1 		$4.61M Buy
46,308
+1,243
+3% +$127K 3.9% 5
2017
Q4 		$4.55M Buy
45,065
+937
+2% +$92K 3.58% 7
2017
Q3 		$4.22M Buy
44,128
+912
+2% +$85.3K 3.4% 5
2017
Q2 		$4M Sell
43,216
-21,760
-33% -$2M 3.69% 5
2017
Q1 		$5.9M Buy
+64,976
New +$5.83M 5.35% 3

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

CFO4Life Group's RSP Position: Q1 2026 in Review

CFO4Life Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.43% in Q1 2026, buying an estimated $1.58K and bringing the position to 1,879 shares worth $361K. The position accounts for 0.06% of the portfolio, ranked #148.

CFO4Life Group first reported a position in RSP in Q1 2017 and has held it in 17 quarters since. The position peaked at $5.9M in Q1 2017. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • CFO4Life Group held 1,879 shares of Invesco S&P 500 Equal Weight ETF worth $361K as of Q1 2026.
  • CFO4Life Group bought 8 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $1.58K.
  • Invesco S&P 500 Equal Weight ETF made up 0.06% of CFO4Life Group's portfolio in Q1 2026, its #148 holding.
  • CFO4Life Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2017 and has held it in 17 quarters since.
  • CFO4Life Group's Invesco S&P 500 Equal Weight ETF position peaked at $5.9M in Q1 2017.
  • 2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.