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

Destination 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
2026 Q1	$2.74M	Buy	14,256 +10,772	+309%	+$2.13M	0.07%	116
2025 Q4	$667K	Sell	3,484 -909	-21%	-$173K	0.02%	172
2025 Q3	$833K	Buy	4,393 +1,893	+76%	+$353K	0.02%	143
2025 Q2	$454K	Sell	2,500 -938	-27%	-$162K	0.01%	183
2025 Q1	$596K	Buy	3,438 +239	+7%	+$42.5K	0.02%	155
2024 Q4	$561K	Buy	3,199 +603	+23%	+$109K	0.02%	155
2024 Q3	$465K	Buy	2,596 +600	+30%	+$103K	0.01%	162
2024 Q2	$328K	Buy	1,996 +96	+5%	+$15.8K	0.01%	169
2024 Q1	$322K	Sell	1,900 -128	-6%	-$20.6K	0.01%	167
2023 Q4	$320K	Buy	2,028 +128	+7%	+$18.6K	0.01%	168
2023 Q3	$269K	Hold	1,900	–	–	0.01%	174
2023 Q2	$284K	Hold	1,900	–	–	0.01%	172
2023 Q1	$275K	Buy	1,900 +200	+12%	+$29.3K	0.01%	177
2022 Q4	$240K	Hold	1,700	–	–	0.01%	181
2022 Q3	$216K	Hold	1,700	–	–	0.01%	180
2022 Q2	$228K	Hold	1,700	–	–	0.01%	184
2022 Q1	$268K	Sell	1,700 -150	-8%	-$23.4K	0.01%	175
2021 Q4	$301K	Sell	1,850 -172	-9%	-$27.2K	0.01%	170
2021 Q3	$303K	Hold	2,022	–	–	0.01%	150
2021 Q2	$305K	Buy	2,022 +22	+1%	+$3.27K	0.01%	157
2021 Q1	$283K	Hold	2,000	–	–	0.01%	156
2020 Q4	$255K	Hold	2,000	–	–	0.01%	152
2020 Q3	$216K	Buy	+2,000	New	+$216K	0.01%	137
2018 Q4	–	Sell	-31	Closed	-$3K	–	676
2018 Q3	$3K	Buy	+31	New	+$3.28K	﹤0.01%	551
2018 Q2	–	Sell	-902	Closed	-$90K	–	622
2018 Q1	$90K	Buy	+902	New	+$92.3K	0.01%	194

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

Destination Wealth Management's RSP Position: Q1 2026 in Review

Destination Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 309% in Q1 2026, buying an estimated $2.13M and bringing the position to 14,256 shares worth $2.74M. The position accounts for 0.07% of the portfolio, ranked #116.

Destination Wealth Management first reported a position in RSP in Q1 2018 and has held it in 25 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Destination Wealth Management held 14,256 shares of Invesco S&P 500 Equal Weight ETF worth $2.74M as of Q1 2026.
Destination Wealth Management bought 10,772 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $2.13M.
Invesco S&P 500 Equal Weight ETF made up 0.07% of Destination Wealth Management's portfolio in Q1 2026, its #116 holding.
Destination Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2018 and has held it in 25 quarters since.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.