FWP
RSP icon

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

Forefront Wealth Partners’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 		– Sell
-1,170
Closed -$222K – 183
2025
Q3 		$222K Buy
+1,170
New +$218K 0.06% 177

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

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

Forefront Wealth Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2025, closing a stake of 1,170 shares — an estimated $222K sold.

Forefront Wealth Partners first reported a position in RSP in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 2,123 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

  • Forefront Wealth Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 1,170 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $222K.
  • Forefront Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $222K in Q3 2025.
  • 2,123 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.