Garden State Investment Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Garden State Investment Advisory Services’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	$5.55M	Sell	28,837 -882	-3%	-$175K	1.22%	18
2025 Q4	$5.71M	Sell	29,719 -1,373	-4%	-$261K	1.26%	18
2025 Q3	$5.9M	Sell	31,092 -1,223	-4%	-$228K	1.31%	16
2025 Q2	$5.89M	Sell	32,315 -6,000	-16%	-$1.04M	1.48%	13
2025 Q1	$6.66M	Sell	38,315 -12,286	-24%	-$2.18M	2.13%	10
2024 Q4	$8.9M	Sell	50,601 -199	-0.4%	-$36K	2.65%	7
2024 Q3	$9.13M	Buy	50,800 +98	+0.2%	+$16.7K	2.93%	8
2024 Q2	$8.36M	Buy	50,702 +973	+2%	+$160K	2.88%	7
2024 Q1	$8.44M	Sell	49,729 -8,834	-15%	-$1.42M	3.09%	7
2023 Q4	$9.24M	Sell	58,563 -1,145	-2%	-$166K	3.67%	3
2023 Q3	$8.46M	Buy	59,708 +55	+0.1%	+$8.22K	3.89%	3
2023 Q2	$8.93M	Buy	59,653 +8,245	+16%	+$1.19M	3.51%	3
2023 Q1	$7.44M	Sell	51,408 -5,445	-10%	-$797K	3.2%	6
2022 Q4	$8.03M	Buy	+56,853	New	+$7.95M	4.76%	4

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

Garden State Investment Advisory Services's RSP Position: Q1 2026 in Review

Garden State Investment Advisory Services reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3% in Q1 2026, selling an estimated $175K and leaving 28,837 shares worth $5.55M. The position accounts for 1.22% of the portfolio, ranked #18.

Garden State Investment Advisory Services first reported a position in RSP in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.24M in Q4 2023. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Garden State Investment Advisory Services held 28,837 shares of Invesco S&P 500 Equal Weight ETF worth $5.55M as of Q1 2026.
Garden State Investment Advisory Services sold 882 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $175K.
Invesco S&P 500 Equal Weight ETF made up 1.22% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #18 holding.
Garden State Investment Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 14 quarters since.
Garden State Investment Advisory Services's Invesco S&P 500 Equal Weight ETF position peaked at $9.24M in Q4 2023.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.