Forvis Mazars Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Forvis Mazars Wealth 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	$15.7M	Sell	81,782 -3,427	-4%	-$679K	0.3%	44
2025 Q4	$16.3M	Sell	85,209 -4,100	-5%	-$778K	0.31%	42
2025 Q3	$16.9M	Sell	89,309 -7,662	-8%	-$1.43M	0.34%	41
2025 Q2	$17.6M	Sell	96,971 -9,134	-9%	-$1.58M	0.38%	40
2025 Q1	$18.4M	Sell	106,105 -8,005	-7%	-$1.42M	0.44%	39
2024 Q4	$20M	Sell	114,110 -17,223	-13%	-$3.11M	0.46%	37
2024 Q3	$23.5M	Sell	131,333 -15,733	-11%	-$2.69M	0.54%	32
2024 Q2	$24.2M	Sell	147,066 -7,953	-5%	-$1.31M	0.6%	30
2024 Q1	$26.3M	Sell	155,019 -114,335	-42%	-$18.4M	0.67%	28
2023 Q4	$42.5M	Buy	269,354 +16,760	+7%	+$2.43M	1.18%	19
2023 Q3	$35.8M	Buy	252,594 +149,941	+146%	+$22.4M	1.08%	20
2023 Q2	$15.4M	Buy	102,653 +100,828	+5,525%	+$14.5M	0.45%	38
2023 Q1	$264K	Buy	1,825 +200	+12%	+$29.3K	0.01%	357
2022 Q4	$230K	Buy	+1,625	New	+$227K	0.01%	360
2022 Q3	–	Sell	-1,497	Closed	-$201K	–	396
2022 Q2	$201K	Buy	+1,497	New	+$219K	0.01%	381
2022 Q1	–	Sell	-1,310	Closed	-$213K	–	307
2021 Q4	$213K	Buy	+1,310	New	+$207K	0.01%	277

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

Forvis Mazars Wealth Advisors's RSP Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4% in Q1 2026, selling an estimated $679K and leaving 81,782 shares worth $15.7M. The position accounts for 0.3% of the portfolio, ranked #44.

Forvis Mazars Wealth Advisors first reported a position in RSP in Q4 2021 and has held it in 16 quarters since. The position peaked at $42.5M in Q4 2023. 2,216 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Forvis Mazars Wealth Advisors held 81,782 shares of Invesco S&P 500 Equal Weight ETF worth $15.7M as of Q1 2026.
Forvis Mazars Wealth Advisors sold 3,427 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $679K.
Invesco S&P 500 Equal Weight ETF made up 0.3% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #44 holding.
Forvis Mazars Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 16 quarters since.
Forvis Mazars Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $42.5M in Q4 2023.
2,216 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.