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

Founders Financial Alliance’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 		$849K Buy
4,424
+954
+27% +$189K 0.15% 140
2025
Q4 		$665K Sell
3,470
-1,358
-28% -$258K 0.13% 162
2025
Q3 		$916K Sell
4,828
-10,362
-68% -$1.93M 0.17% 116
2025
Q2 		$2.76M Buy
15,190
+4,435
+41% +$766K 0.63% 36
2025
Q1 		$1.86M Buy
10,755
+3,254
+43% +$579K 0.45% 48
2024
Q4 		$1.31M Buy
7,501
+3,762
+101% +$680K 0.36% 60
2024
Q3 		$670K Buy
3,739
+887
+31% +$152K 0.19% 112
2024
Q2 		$469K Buy
2,852
+67
+2% +$11K 0.14% 144
2024
Q1 		$472K Buy
2,785
+1,548
+125% +$249K 0.14% 148
2023
Q4 		$195K Sell
1,237
-772
-38% -$112K 0.08% 246
2023
Q3 		$285K Buy
2,009
+50
+3% +$7.47K 0.12% 179
2023
Q2 		$293K Buy
1,959
+1,300
+197% +$187K 0.12% 193
2023
Q1 		$95.3K Sell
659
-1,014
-61% -$148K 0.05% 259
2022
Q4 		$236K Buy
1,673
+246
+17% +$34.4K 0.11% 196
2022
Q3 		$182K Hold
1,427
– – 0.09% 212
2022
Q2 		$192K Buy
1,427
+100
+8% +$14.6K 0.1% 209
2022
Q1 		$209K Sell
1,327
-191
-13% -$29.8K 0.09% 204
2021
Q4 		$247K Hold
1,518
– – 0.1% 215
2021
Q3 		$228K Hold
1,518
– – 0.11% 196
2021
Q2 		$229K Buy
1,518
+1,300
+596% +$194K 0.1% 208
2021
Q1 		$32K Hold
218
– – 0.02% 360
2020
Q4 		$27K Hold
218
– – 0.02% 328
2020
Q3 		$24K Buy
+218
New +$23.5K 0.01% 532

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
State of Wisconsin Investment Board
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

Founders Financial Alliance's RSP Position: Q1 2026 in Review

Founders Financial Alliance increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 27% in Q1 2026, buying an estimated $189K and bringing the position to 4,424 shares worth $849K. The position accounts for 0.15% of the portfolio, ranked #140.

Founders Financial Alliance first reported a position in RSP in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.76M in Q2 2025. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Founders Financial Alliance held 4,424 shares of Invesco S&P 500 Equal Weight ETF worth $849K as of Q1 2026.
  • Founders Financial Alliance bought 954 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $189K.
  • Invesco S&P 500 Equal Weight ETF made up 0.15% of Founders Financial Alliance's portfolio in Q1 2026, its #140 holding.
  • Founders Financial Alliance first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's Invesco S&P 500 Equal Weight ETF position peaked at $2.76M in Q2 2025.
  • 2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.