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

Future Financial 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	–	Sell	-880	Closed	-$167K	–	365
2025 Q3	$167K	Hold	880	–	–	0.11%	132
2025 Q2	$160K	Hold	880	–	–	0.11%	128
2025 Q1	$152K	Hold	880	–	–	0.11%	128
2024 Q4	$154K	Hold	880	–	–	0.11%	123
2024 Q3	$158K	Buy	+880	New	+$150K	0.11%	131
2024 Q2	–	Sell	-1,180	Closed	-$200K	–	380
2024 Q1	$200K	Buy	+1,180	New	+$189K	0.15%	115
2022 Q2	–	Sell	-1,180	Closed	-$186K	–	397
2022 Q1	$186K	Hold	1,180	–	–	0.15%	131
2021 Q4	$192K	Buy	+1,180	New	+$186K	0.15%	129

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Future Financial Wealth Management's RSP Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2025, closing a stake of 880 shares — an estimated $167K sold.

Future Financial Wealth Management first reported a position in RSP in Q4 2021 and held it in 8 quarters. The position peaked at $200K in Q1 2024. 2,132 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

Future Financial Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 880 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $167K.
Future Financial Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $200K in Q1 2024.
2,132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.