Forefront Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Forefront Wealth Management’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 Q4	$229K	Buy	1,196 +1	+0.1%	+$190	0.16%	62
2025 Q3	$227K	Buy	1,195 +1	+0.1%	+$186	0.17%	61
2025 Q2	$217K	Buy	1,194 +1	+0.1%	+$173	0.17%	57
2025 Q1	$207K	Sell	1,193 -259	-18%	-$46.1K	0.19%	48
2024 Q4	$254K	Buy	+1,452	New	+$263K	0.23%	44
2023 Q3	$917K	Sell	6,472 -18	-0.3%	-$2.69K	1.29%	25
2023 Q2	$971K	Sell	6,490 -7	-0.1%	-$1.01K	1.28%	26
2023 Q1	$940K	Buy	6,497 +314	+5%	+$46K	1.23%	28
2022 Q4	$881K	Buy	6,183 +1,475	+31%	+$206K	1.19%	26
2022 Q3	$599K	Sell	4,708 -116	-2%	-$16.4K	0.83%	31
2022 Q2	$649K	Sell	4,824 -69	-1%	-$10.1K	0.87%	30
2022 Q1	$772K	Buy	+4,893	New	+$763K	0.76%	32

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 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

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Forefront Wealth Management's RSP Position: Q4 2025 in Review

Forefront Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.08% in Q4 2025, buying an estimated $190 and bringing the position to 1,196 shares worth $229K. The position accounts for 0.16% of the portfolio, ranked #62.

Forefront Wealth Management first reported a position in RSP in Q1 2022 and has held it in 12 quarters since. The position peaked at $971K in Q2 2023. 2,123 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

Forefront Wealth Management held 1,196 shares of Invesco S&P 500 Equal Weight ETF worth $229K as of Q4 2025.
Forefront Wealth Management bought 1 Invesco S&P 500 Equal Weight ETF share in Q4 2025, an estimated $190.
Invesco S&P 500 Equal Weight ETF made up 0.16% of Forefront Wealth Management's portfolio in Q4 2025, its #62 holding.
Forefront Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 12 quarters since.
Forefront Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $971K in Q2 2023.
2,123 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.