Gen-Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Gen-Wealth 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	$979K	Sell	5,100 -10	-0.2%	-$1.98K	0.31%	66
2025 Q4	$979K	Hold	5,110	–	–	0.31%	64
2025 Q3	$969K	Hold	5,110	–	–	0.33%	73
2025 Q2	$929K	Buy	5,110 +14	+0.3%	+$2.42K	0.36%	76
2025 Q1	$883K	Buy	5,096 +3,072	+152%	+$546K	0.37%	69
2024 Q4	$355K	Hold	2,024	–	–	0.15%	148
2024 Q3	$361K	Hold	2,024	–	–	0.16%	152
2024 Q2	$333K	Hold	2,024	–	–	0.16%	153
2024 Q1	$343K	Buy	+2,024	New	+$325K	0.17%	136

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

Gen-Wealth Partners's RSP Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.2% in Q1 2026, selling an estimated $1.98K and leaving 5,100 shares worth $979K. The position accounts for 0.31% of the portfolio, ranked #66.

Gen-Wealth Partners first reported a position in RSP in Q1 2024 and has held it in 9 quarters since. The position peaked at $979K in Q4 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Gen-Wealth Partners held 5,100 shares of Invesco S&P 500 Equal Weight ETF worth $979K as of Q1 2026.
Gen-Wealth Partners sold 10 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $1.98K.
Invesco S&P 500 Equal Weight ETF made up 0.31% of Gen-Wealth Partners's portfolio in Q1 2026, its #66 holding.
Gen-Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $979K in Q4 2025.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.