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Clarus Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Clarus Wealth Advisors’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
Q3 		– Sell
-1,412
Closed -$260K – 94
2025
Q2 		$260K Sell
1,412
-35
-2% -$6.04K 0.12% 78
2025
Q1 		$239K Sell
1,447
-25,028
-95% -$4.45M 0.13% 82
2024
Q4 		$4.62M Sell
26,475
-2,677
-9% -$484K 2.3% 10
2024
Q3 		$5.17M Sell
29,152
-351
-1% -$60K 2.63% 10
2024
Q2 		$4.87M Sell
29,503
-425
-1% -$69.9K 2.59% 10
2024
Q1 		$4.93M Sell
29,928
-43,957
-59% -$7.06M 2.79% 9
2023
Q4 		$11.4M Buy
+73,885
New +$10.7M 6.76% 1
2023
Q2 		$15.4M Buy
103,850
+2,672
+3% +$385K 9.37% 1
2023
Q1 		$14.5M Buy
101,178
+40,300
+66% +$5.9M 9.11% 1
2022
Q4 		$8.91M Buy
60,878
+15,465
+34% +$2.16M 5.84% 1
2022
Q3 		$5.87M Sell
45,413
-1,181
-3% -$167K 4.19% 4
2022
Q2 		$6.33M Buy
46,594
+12,094
+35% +$1.77M 4.46% 3
2022
Q1 		$5.36M Buy
34,500
+26,098
+311% +$4.07M 3.33% 11
2021
Q4 		$1.37M Sell
8,402
-23,844
-74% -$3.77M 0.79% 29
2021
Q3 		$4.9M Sell
32,246
-376
-1% -$57.6K 3.01% 7
2021
Q2 		$4.97M Sell
32,622
-163
-0.5% -$24.3K 3.12% 7
2021
Q1 		$4.76M Sell
32,785
-516
-2% -$69.6K 2.98% 7
2020
Q4 		$4.37M Buy
33,301
+204
+0.6% +$24.3K 2.9% 7
2020
Q3 		$3.63M Buy
33,097
+25,616
+342% +$2.76M 2.81% 8
2020
Q2 		$763K Buy
+7,481
New +$721K 0.64% 33
2019
Q3 		– Sell
-338
Closed -$36K – 468
2019
Q2 		$36K Hold
338
– – 0.03% 307
2019
Q1 		$35K Sell
338
-601
-64% -$60.6K 0.03% 345
2018
Q4 		$86K Sell
939
-507
-35% -$50.2K 0.14% 191
2018
Q3 		$154K Buy
1,446
+21
+1% +$2.22K 0.1% 166
2018
Q2 		$142K Buy
+1,425
New +$144K 0.11% 157

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Clarus Wealth Advisors's RSP Position: Q3 2025 in Review

Clarus Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2025, closing a stake of 1,412 shares — an estimated $260K sold.

Clarus Wealth Advisors first reported a position in RSP in Q2 2018 and held it in 25 quarters. The position peaked at $15.4M in Q2 2023. 1,949 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

  • Clarus Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,412 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $260K.
  • Clarus Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and held it in 25 quarters.
  • Clarus Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $15.4M in Q2 2023.
  • 1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Clarus Wealth Advisors's 13F filing for Q3 2025, filed 6 Oct 2025.