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

Diversify 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	$12.1M	Buy	60,267 +54,885	+1,020%	+$10.9M	0.22%	93
2025 Q4	$1.06M	Buy	5,382 +361	+7%	+$68.5K	0.05%	309
2025 Q3	$941K	Hold	5,021	–	–	0.05%	284
2025 Q2	$928K	Sell	5,021 -18	-0.4%	-$3.11K	0.06%	281
2025 Q1	$851K	Sell	5,039 -33	-0.7%	-$5.87K	0.06%	268
2024 Q4	$879K	Buy	+5,072	New	+$917K	0.07%	238

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 $2.26B AUM 7.02% 1-Year Est. Return

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

Diversify Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1,020% in Q1 2026, buying an estimated $10.9M and bringing the position to 60,267 shares worth $12.1M. The position accounts for 0.22% of the portfolio, ranked #93.

Diversify Wealth Management first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Diversify Wealth Management held 60,267 shares of Invesco S&P 500 Equal Weight ETF worth $12.1M as of Q1 2026.
Diversify Wealth Management bought 54,885 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $10.9M.
Invesco S&P 500 Equal Weight ETF made up 0.22% of Diversify Wealth Management's portfolio in Q1 2026, its #93 holding.
Diversify Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.