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

Financial Insights’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
2024 Q4	–	Sell	-5,775	Closed	-$1.03M	–	139
2024 Q3	$1.03M	Sell	5,775 -2,049	-26%	-$350K	0.33%	49
2024 Q2	$1.29M	Sell	7,824 -1,462	-16%	-$240K	0.36%	47
2024 Q1	$1.57M	Sell	9,286 -116	-1%	-$18.6K	0.44%	46
2023 Q4	$1.48M	Buy	9,402 +598	+7%	+$86.9K	0.46%	41
2023 Q3	$1.2M	Sell	8,804 -3,442	-28%	-$514K	0.43%	46
2023 Q2	$1.83M	Sell	12,246 -10,966	-47%	-$1.58M	0.67%	32
2023 Q1	$3.36M	Sell	23,212 -22,397	-49%	-$3.28M	1.37%	15
2022 Q4	$6.44M	Buy	45,609 +16,881	+59%	+$2.36M	3.05%	8
2022 Q3	$3.66M	Buy	+28,728	New	+$4.05M	2.46%	7

Other funds holding RSP

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Financial Insights's RSP Position: Q4 2024 in Review

Financial Insights sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2024, closing a stake of 5,775 shares — an estimated $1.03M sold.

Financial Insights first reported a position in RSP in Q3 2022 and held it in 9 quarters. The position peaked at $6.44M in Q4 2022. 1,913 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

Financial Insights reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
Financial Insights sold 5,775 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $1.03M.
Financial Insights first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2022 and held it in 9 quarters.
Financial Insights's Invesco S&P 500 Equal Weight ETF position peaked at $6.44M in Q4 2022.
1,913 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on Financial Insights's 13F filing for Q4 2024, filed 5 Mar 2025.