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

Farnam Financial’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 		$2.28M Buy
11,901
+2
+0% +$396 1.88% 19
2025
Q4 		$2.28M Buy
11,899
+8,960
+305% +$1.7M 1.72% 20
2025
Q3 		$558K Sell
2,939
-2
-0.1% -$373 0.43% 37
2025
Q2 		$534K Buy
2,941
+8
+0.3% +$1.38K 0.48% 34
2025
Q1 		$508K Hold
2,933
– – 0.52% 34
2024
Q4 		$514K Hold
2,933
– – 0.54% 31
2024
Q3 		$525K Buy
+2,933
New +$501K 0.58% 30

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
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

Farnam Financial's RSP Position: Q1 2026 in Review

Farnam Financial increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.02% in Q1 2026, buying an estimated $396 and bringing the position to 11,901 shares worth $2.28M. The position accounts for 1.88% of the portfolio, ranked #19.

Farnam Financial first reported a position in RSP in Q3 2024 and has held it in 7 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Farnam Financial held 11,901 shares of Invesco S&P 500 Equal Weight ETF worth $2.28M as of Q1 2026.
  • Farnam Financial bought 2 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $396.
  • Invesco S&P 500 Equal Weight ETF made up 1.88% of Farnam Financial's portfolio in Q1 2026, its #19 holding.
  • Farnam Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Farnam Financial's 13F filing for Q1 2026, filed 28 Apr 2026.