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

Cornerstone Wealth 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	$2.65M	Sell	13,088 -167	-1%	-$33.1K	0.17%	118
2025 Q4	$2.54M	Sell	13,255 -64,692	-83%	-$12.3M	0.17%	113
2025 Q3	$14.8M	Buy	77,947 +6,242	+9%	+$1.16M	1%	20
2025 Q2	$13M	Sell	71,705 -10,370	-13%	-$1.79M	0.98%	21
2025 Q1	$14.2M	Buy	82,075 +17,296	+27%	+$3.08M	1.18%	17
2024 Q4	$11.4M	Buy	64,779 +24,871	+62%	+$4.5M	0.93%	23
2024 Q3	$7.15M	Buy	39,908 +32,117	+412%	+$5.49M	0.59%	41
2024 Q2	$1.28M	Buy	7,791 +82	+1%	+$13.5K	0.11%	117
2024 Q1	$1.31M	Buy	+7,709	New	+$1.24M	0.12%	113
2022 Q4	–	Sell	-65,733	Closed	-$8.37M	–	148
2022 Q3	$8.37M	Sell	65,733 -22,040	-25%	-$3.11M	1.85%	12
2022 Q2	$11.8M	Buy	+87,773	New	+$12.8M	2.47%	8

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Cornerstone Wealth Group's RSP Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.3% in Q1 2026, selling an estimated $33.1K and leaving 13,088 shares worth $2.65M. The position accounts for 0.17% of the portfolio, ranked #118.

Cornerstone Wealth Group first reported a position in RSP in Q2 2022 and has held it in 11 quarters since. The position peaked at $14.8M in Q3 2025. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Cornerstone Wealth Group held 13,088 shares of Invesco S&P 500 Equal Weight ETF worth $2.65M as of Q1 2026.
Cornerstone Wealth Group sold 167 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $33.1K.
Invesco S&P 500 Equal Weight ETF made up 0.17% of Cornerstone Wealth Group's portfolio in Q1 2026, its #118 holding.
Cornerstone Wealth Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and has held it in 11 quarters since.
Cornerstone Wealth Group's Invesco S&P 500 Equal Weight ETF position peaked at $14.8M in Q3 2025.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.