Consolidated Planning Corp’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Consolidated Planning Corp’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	–	Sell	-21,289	Closed	-$4.08M	–	203
2025 Q4	$4.08M	Buy	21,289 +300	+1%	+$56.9K	0.41%	72
2025 Q3	$3.98M	Buy	20,989 +419	+2%	+$78.1K	0.42%	77
2025 Q2	$3.74M	Sell	20,570 -343	-2%	-$59.2K	0.47%	74
2025 Q1	$3.62M	Buy	20,913 +14,468	+224%	+$2.57M	0.5%	69
2024 Q4	$1.13M	Buy	6,445 +4,066	+171%	+$735K	0.15%	92
2024 Q3	$426K	Hold	2,379	–	–	0.06%	135
2024 Q2	$391K	Buy	+2,379	New	+$391K	0.06%	124
2023 Q4	–	Sell	-21,086	Closed	-$2.99M	–	181
2023 Q3	$2.99M	Sell	21,086 -1,426	-6%	-$213K	0.66%	51
2023 Q2	$3.37M	Buy	22,512 +929	+4%	+$134K	0.71%	47
2023 Q1	$3.12M	Buy	+21,583	New	+$3.16M	0.81%	46
2022 Q3	–	Sell	-19,384	Closed	-$2.6M	–	124
2022 Q2	$2.6M	Buy	+19,384	New	+$2.84M	0.81%	41

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

Consolidated Planning Corp's RSP Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 21,289 shares — an estimated $4.08M sold.

Consolidated Planning Corp first reported a position in RSP in Q2 2022 and held it in 11 quarters. The position peaked at $4.08M in Q4 2025. 2,226 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Consolidated Planning Corp reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
Consolidated Planning Corp sold 21,289 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $4.08M.
Consolidated Planning Corp first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and held it in 11 quarters.
Consolidated Planning Corp's Invesco S&P 500 Equal Weight ETF position peaked at $4.08M in Q4 2025.
2,226 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.