Focus Partners Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Focus Partners Wealth’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	$310M	Sell	1,614,164 -260,121	-14%	-$51.5M	0.34%	65
2025 Q4	$359M	Buy	1,874,285 +577,151	+44%	+$110M	0.41%	47
2025 Q3	$246M	Buy	1,297,134 +150,899	+13%	+$28.1M	0.4%	54
2025 Q2	$208M	Buy	1,146,235 +111,688	+11%	+$19.3M	0.45%	44
2025 Q1	$179M	Sell	1,034,547 -176,432	-15%	-$31.4M	0.45%	46
2024 Q4	$212M	Buy	1,210,979 +490,071	+68%	+$88.6M	0.55%	35
2024 Q3	$129M	Sell	720,908 -65,976	-8%	-$11.3M	0.41%	50
2024 Q2	$129M	Buy	786,884 +478,039	+155%	+$78.6M	0.44%	53
2024 Q1	$52.3M	Buy	308,845 +53,078	+21%	+$8.52M	0.42%	54
2023 Q4	$40.4M	Buy	+255,767	New	+$37.2M	0.53%	41

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 $2.7B AUM 6.73% 1-Year Est. Return

Focus Partners Wealth's RSP Position: Q1 2026 in Review

Focus Partners Wealth reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 14% in Q1 2026, selling an estimated $51.5M and leaving 1,614,164 shares worth $310M. The position accounts for 0.34% of the portfolio, ranked #65.

Focus Partners Wealth first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $359M in Q4 2025. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Focus Partners Wealth held 1,614,164 shares of Invesco S&P 500 Equal Weight ETF worth $310M as of Q1 2026.
Focus Partners Wealth sold 260,121 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $51.5M.
Invesco S&P 500 Equal Weight ETF made up 0.34% of Focus Partners Wealth's portfolio in Q1 2026, its #65 holding.
Focus Partners Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $359M in Q4 2025.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.