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Copperwynd Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Copperwynd Financial’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
Q1 		– Sell
-21,226
Closed -$3.72M – 152
2024
Q4 		$3.72M Buy
+21,226
New +$3.84M 1.03% 19
2024
Q1 		– Sell
-2,355
Closed -$372K – 150
2023
Q4 		$372K Buy
+2,355
New +$342K 0.15% 106

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Copperwynd Financial's RSP Position: Q1 2025 in Review

Copperwynd Financial sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2025, closing a stake of 21,226 shares — an estimated $3.72M sold.

Copperwynd Financial first reported a position in RSP in Q4 2023 and held it in 2 quarters. The position peaked at $3.72M in Q4 2024. 1,941 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

  • Copperwynd Financial reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
  • Copperwynd Financial sold 21,226 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $3.72M.
  • Copperwynd Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and held it in 2 quarters.
  • Copperwynd Financial's Invesco S&P 500 Equal Weight ETF position peaked at $3.72M in Q4 2024.
  • 1,941 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on Copperwynd Financial's 13F filing for Q1 2025, filed 5 May 2025.