FWL Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

FWL Investment 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
2026 Q1	$8.64K	Sell	45 -20	-31%	-$3.96K	﹤0.01%	261
2025 Q4	$12.5K	Hold	65	–	–	﹤0.01%	259
2025 Q3	$12.3K	Buy	65 +20	+44%	+$3.73K	﹤0.01%	232
2025 Q2	$8.18K	Hold	45	–	–	﹤0.01%	241
2025 Q1	$7.79K	Hold	45	–	–	﹤0.01%	236
2024 Q4	$7.88K	Hold	45	–	–	﹤0.01%	252
2024 Q3	$8.06K	Sell	45 -59	-57%	-$10.1K	﹤0.01%	246
2024 Q2	$17.1K	Buy	104 +59	+131%	+$9.71K	0.01%	162
2024 Q1	$7.62K	Hold	45	–	–	﹤0.01%	175
2023 Q4	$7.1K	Hold	45	–	–	﹤0.01%	180
2023 Q3	$6.38K	Buy	+45	New	+$6.72K	﹤0.01%	155
2023 Q2	–	Sell	-45	Closed	-$6.51K	–	71
2023 Q1	$6.51K	Hold	45	–	–	﹤0.01%	66
2022 Q4	$6.36K	Buy	+45	New	+$6.29K	﹤0.01%	147

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 $2.7B AUM 6.73% 1-Year Est. Return

FWL Investment Management's RSP Position: Q1 2026 in Review

FWL Investment Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 31% in Q1 2026, selling an estimated $3.96K and leaving 45 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

FWL Investment Management first reported a position in RSP in Q4 2022 and has held it in 13 quarters since. The position peaked at $17.1K in Q2 2024. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

FWL Investment Management held 45 shares of Invesco S&P 500 Equal Weight ETF worth $8.64K as of Q1 2026.
FWL Investment Management sold 20 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $3.96K.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q1 2026, its #261 holding.
FWL Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 13 quarters since.
FWL Investment Management's Invesco S&P 500 Equal Weight ETF position peaked at $17.1K in Q2 2024.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.