FourThought Financial Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

FourThought Financial 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
2026 Q1	$704K	Buy	3,670 +156	+4%	+$30.9K	0.06%	160
2025 Q4	$673K	Buy	3,514 +717	+26%	+$136K	0.06%	175
2025 Q3	$531K	Sell	2,797 -138	-5%	-$25.7K	0.05%	186
2025 Q2	$533K	Buy	2,935 +6	+0.2%	+$1.04K	0.05%	178
2025 Q1	$507K	Buy	2,929 +3	+0.1%	+$533	0.05%	182
2024 Q4	$513K	Buy	+2,926	New	+$529K	0.05%	189
2024 Q2	–	Sell	-2,389	Closed	-$405K	–	300
2024 Q1	$405K	Sell	2,389 -518	-18%	-$83.2K	0.05%	217
2023 Q4	$459K	Sell	2,907 -854	-23%	-$124K	0.06%	204
2023 Q3	$533K	Sell	3,761 -3,716	-50%	-$555K	0.07%	178
2023 Q2	$1.12M	Sell	7,477 -89	-1%	-$12.8K	0.15%	111
2023 Q1	$1.09M	Sell	7,566 -140	-2%	-$20.5K	0.15%	117
2022 Q4	$1.09M	Buy	+7,706	New	+$1.08M	0.16%	116

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

FourThought Financial Partners's RSP Position: Q1 2026 in Review

FourThought Financial Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.4% in Q1 2026, buying an estimated $30.9K and bringing the position to 3,670 shares worth $704K. The position accounts for 0.06% of the portfolio, ranked #160.

FourThought Financial Partners first reported a position in RSP in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.12M in Q2 2023. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

FourThought Financial Partners held 3,670 shares of Invesco S&P 500 Equal Weight ETF worth $704K as of Q1 2026.
FourThought Financial Partners bought 156 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $30.9K.
Invesco S&P 500 Equal Weight ETF made up 0.06% of FourThought Financial Partners's portfolio in Q1 2026, its #160 holding.
FourThought Financial Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's Invesco S&P 500 Equal Weight ETF position peaked at $1.12M in Q2 2023.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.