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

DHJJ Financial Advisors’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	$83.6K	Buy	436 +39	+10%	+$7.73K	0.03%	309
2025 Q4	$76K	Sell	397 -83	-17%	-$15.8K	0.03%	314
2025 Q3	$91K	Buy	480 +27	+6%	+$5.03K	0.03%	274
2025 Q2	$82.4K	Buy	453 +36	+9%	+$6.21K	0.03%	278
2025 Q1	$72.3K	Buy	417 +224	+116%	+$39.8K	0.03%	268
2024 Q4	$33.9K	Hold	193	–	–	0.01%	362
2024 Q3	$34.6K	Hold	193	–	–	0.01%	355
2024 Q2	$31.8K	Buy	193 +100	+108%	+$16.4K	0.01%	328
2024 Q1	$15.8K	Hold	93	–	–	0.01%	389
2023 Q4	$14.7K	Hold	93	–	–	0.01%	391
2023 Q3	$13.2K	Buy	+93	New	+$13.9K	0.01%	399

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

DHJJ Financial Advisors's RSP Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 9.8% in Q1 2026, buying an estimated $7.73K and bringing the position to 436 shares worth $83.6K. The position accounts for 0.03% of the portfolio, ranked #309.

DHJJ Financial Advisors first reported a position in RSP in Q3 2023 and has held it in 11 quarters since. The position peaked at $91K in Q3 2025. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

DHJJ Financial Advisors held 436 shares of Invesco S&P 500 Equal Weight ETF worth $83.6K as of Q1 2026.
DHJJ Financial Advisors bought 39 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $7.73K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of DHJJ Financial Advisors's portfolio in Q1 2026, its #309 holding.
DHJJ Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $91K 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 DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.