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Galvin Gaustad & Stein’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Galvin Gaustad & Stein’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 		$492K Buy
2,562
+24
+0.9% +$4.76K 0.04% 171
2025
Q4 		$486K Buy
2,538
+815
+47% +$155K 0.04% 167
2025
Q3 		$327K Buy
1,723
+5
+0.3% +$932 0.03% 163
2025
Q2 		$312K Buy
1,718
+5
+0.3% +$863 0.03% 159
2025
Q1 		$297K Buy
1,713
+5
+0.3% +$889 0.03% 158
2024
Q4 		$299K Buy
1,708
+4
+0.2% +$723 0.03% 155
2024
Q3 		$305K Sell
1,704
-1,227
-42% -$210K 0.03% 148
2024
Q2 		$482K Sell
2,931
-143
-5% -$23.5K 0.04% 127
2024
Q1 		$521K Buy
3,074
+558
+22% +$89.6K 0.05% 126
2023
Q4 		$397K Buy
2,516
+8
+0.3% +$1.16K 0.04% 138
2023
Q3 		$355K Buy
2,508
+338
+16% +$50.5K 0.04% 140
2023
Q2 		$325K Buy
+2,170
New +$313K 0.03% 140
2021
Q3 		– Sell
-1,547
Closed -$233K – 190
2021
Q2 		$233K Hold
1,547
– – 0.02% 177
2021
Q1 		$219K Buy
+1,547
New +$209K 0.02% 181

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 $2.26B AUM 7.02% 1-Year Est. Return

Galvin Gaustad & Stein's RSP Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.95% in Q1 2026, buying an estimated $4.76K and bringing the position to 2,562 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #171.

Galvin Gaustad & Stein first reported a position in RSP in Q1 2021 and has held it in 14 quarters since. The position peaked at $521K in Q1 2024. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Galvin Gaustad & Stein held 2,562 shares of Invesco S&P 500 Equal Weight ETF worth $492K as of Q1 2026.
  • Galvin Gaustad & Stein bought 24 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $4.76K.
  • Invesco S&P 500 Equal Weight ETF made up 0.04% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #171 holding.
  • Galvin Gaustad & Stein first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and has held it in 14 quarters since.
  • Galvin Gaustad & Stein's Invesco S&P 500 Equal Weight ETF position peaked at $521K in Q1 2024.
  • 2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.