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Estate Counselors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Estate Counselors’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
Q1 		– Sell
-47,231
Closed -$8.28M – 118
2024
Q4 		$8.28M Sell
47,231
-6,020
-11% -$1.09M 0.88% 15
2024
Q3 		$9.54M Buy
+53,251
New +$9.1M 0.99% 10
2024
Q2 		– Sell
-4,417
Closed -$748K – 123
2024
Q1 		$748K Sell
4,417
-26,632
-86% -$4.28M 0.09% 92
2023
Q4 		$4.9M Sell
31,049
-237,263
-88% -$34.5M 0.61% 35
2023
Q3 		$38M Sell
268,312
-12,465
-4% -$1.86M 5.06% 3
2023
Q2 		$42M Buy
280,777
+144,940
+107% +$20.9M 5.32% 3
2023
Q1 		$19.6M Sell
135,837
-22,893
-14% -$3.35M 2.6% 11
2022
Q4 		$22.5M Sell
158,730
-2,910
-2% -$407K 3.14% 7
2022
Q3 		$20.6M Buy
161,640
+645
+0.4% +$91K 3.18% 8
2022
Q2 		$21.6M Sell
160,995
-38,649
-19% -$5.65M 3.22% 6
2022
Q1 		$31.5M Sell
199,644
-124,565
-38% -$19.4M 4.09% 4
2021
Q4 		$52.8M Buy
324,209
+12,384
+4% +$1.96M 6.41% 3
2021
Q3 		$46.7M Buy
311,825
+5,255
+2% +$805K 5.85% 3
2021
Q2 		$46.2M Buy
306,570
+39,450
+15% +$5.87M 6.05% 2
2021
Q1 		$37.8M Buy
267,120
+125,400
+88% +$16.9M 5.54% 2
2020
Q4 		$18.1M Buy
141,720
+72,460
+105% +$8.62M 2.72% 7
2020
Q3 		$7.49M Buy
69,260
+42,640
+160% +$4.6M 1.16% 30
2020
Q2 		$2.71M Buy
26,620
+5,250
+25% +$506K 0.43% 52
2020
Q1 		$1.8M Buy
21,370
+20
+0.1% +$2.13K 0.3% 60
2019
Q4 		$2.47M Hold
21,350
– – 0.36% 59
2019
Q3 		$2.31M Sell
21,350
-6,000
-22% -$644K 0.35% 56
2019
Q2 		$2.95M Buy
27,350
+11,550
+73% +$1.22M 0.46% 51
2019
Q1 		$1.65M Buy
+15,800
New +$1.59M 0.28% 50

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Estate Counselors's RSP Position: Q1 2025 in Review

Estate Counselors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2025, closing a stake of 47,231 shares — an estimated $8.28M sold.

Estate Counselors first reported a position in RSP in Q1 2019 and held it in 23 quarters. The position peaked at $52.8M in Q4 2021. 1,940 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

  • Estate Counselors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
  • Estate Counselors sold 47,231 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $8.28M.
  • Estate Counselors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2019 and held it in 23 quarters.
  • Estate Counselors's Invesco S&P 500 Equal Weight ETF position peaked at $52.8M in Q4 2021.
  • 1,940 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on Estate Counselors's 13F filing for Q1 2025, filed 14 May 2025.