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

Financial Engines 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	$627K	Buy	3,265 +539	+20%	+$107K	﹤0.01%	362
2025 Q4	$522K	Buy	2,726 +246	+10%	+$46.7K	﹤0.01%	392
2025 Q3	$470K	Sell	2,480 -319	-11%	-$59.4K	﹤0.01%	404
2025 Q2	$509K	Buy	2,799 +356	+15%	+$61.4K	﹤0.01%	379
2025 Q1	$423K	Buy	2,443 +287	+13%	+$51K	﹤0.01%	337
2024 Q4	$378K	Buy	+2,156	New	+$390K	﹤0.01%	353
2020 Q2	–	Sell	-5,300	Closed	-$445K	–	224
2020 Q1	$445K	Buy	+5,300	New	+$563K	﹤0.01%	120

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

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

Financial Engines Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 20% in Q1 2026, buying an estimated $107K and bringing the position to 3,265 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Financial Engines Advisors first reported a position in RSP in Q1 2020 and has held it in 7 quarters since. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Financial Engines Advisors held 3,265 shares of Invesco S&P 500 Equal Weight ETF worth $627K as of Q1 2026.
Financial Engines Advisors bought 539 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $107K.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #362 holding.
Financial Engines Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2020 and has held it in 7 quarters since.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.