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

Cherry Tree 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
2026 Q1	$6.47M	Buy	33,692 +689	+2%	+$137K	1.37%	23
2025 Q4	$6.32M	Buy	33,003 +2,476	+8%	+$470K	1.33%	23
2025 Q3	$5.79M	Buy	30,527 +464	+2%	+$86.5K	1.27%	24
2025 Q2	$5.46M	Sell	30,063 -1,060	-3%	-$183K	1.27%	25
2025 Q1	$5.39M	Buy	31,123 +866	+3%	+$154K	1.3%	23
2024 Q4	$5.3M	Buy	30,257 +3,581	+13%	+$647K	1.31%	24
2024 Q3	$4.78M	Buy	26,676 +3,742	+16%	+$639K	1.13%	27
2024 Q2	$3.77M	Buy	22,934 +4,721	+26%	+$777K	0.95%	31
2024 Q1	$3.08M	Buy	18,213 +3,817	+27%	+$613K	0.78%	35
2023 Q4	$2.27M	Buy	14,396 +3,814	+36%	+$554K	0.61%	40
2023 Q3	$1.5M	Buy	10,582 +10,179	+2,526%	+$1.52M	0.44%	43
2023 Q2	$60.3K	Buy	+403	New	+$58.1K	0.02%	218

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Cherry Tree Wealth Management's RSP Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.1% in Q1 2026, buying an estimated $137K and bringing the position to 33,692 shares worth $6.47M. The position accounts for 1.37% of the portfolio, ranked #23.

Cherry Tree Wealth Management first reported a position in RSP in Q2 2023 and has held it in 12 quarters since. 2,228 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Cherry Tree Wealth Management held 33,692 shares of Invesco S&P 500 Equal Weight ETF worth $6.47M as of Q1 2026.
Cherry Tree Wealth Management bought 689 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $137K.
Invesco S&P 500 Equal Weight ETF made up 1.37% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #23 holding.
Cherry Tree Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 12 quarters since.
2,228 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.