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

David 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
2025
Q2 		– Sell
-2,871
Closed -$497K – 56
2025
Q1 		$497K Buy
2,871
+15
+0.5% +$2.67K 0.42% 26
2024
Q4 		$501K Buy
+2,856
New +$516K 0.41% 23

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

David Wealth Management's RSP Position: Q2 2025 in Review

David Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 2,871 shares — an estimated $497K sold.

David Wealth Management first reported a position in RSP in Q4 2024 and held it in 2 quarters. The position peaked at $501K in Q4 2024. 1,953 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

  • David Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • David Wealth Management sold 2,871 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $497K.
  • David Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and held it in 2 quarters.
  • David Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $501K in Q4 2024.
  • 1,953 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.