GGM Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

GGM Wealth Advisors’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 Q1	$1.91M	Buy	11,389 +168	+1%	+$29.9K	1.06%	29
2024 Q4	$1.97M	Sell	11,221 -175	-2%	-$31.6K	1.03%	29
2024 Q3	$2.04M	Sell	11,396 -269	-2%	-$46K	0.88%	31
2024 Q2	$1.92M	Buy	11,665 +420	+4%	+$69.1K	0.88%	33
2024 Q1	$1.88M	Buy	11,245 +216	+2%	+$34.7K	0.88%	29
2023 Q4	$1.74M	Buy	11,029 +1,090	+11%	+$158K	0.72%	32
2023 Q3	$1.41M	Buy	9,939 +359	+4%	+$53.6K	0.61%	38
2023 Q2	$1.45M	Buy	+9,580	New	+$1.38M	0.59%	37
2023 Q1	–	Sell	-7,311	Closed	-$1.06M	–	115
2022 Q4	$1.06M	Buy	7,311 +173	+2%	+$24.2K	0.55%	40
2022 Q3	$975K	Buy	7,138 +2,983	+72%	+$421K	0.53%	40
2022 Q2	$561K	Buy	4,155 +1,004	+32%	+$147K	0.31%	63
2022 Q1	$496K	Buy	3,151 +1,772	+128%	+$276K	0.25%	78
2021 Q4	$224K	Sell	1,379 -34	-2%	-$5.37K	0.18%	89
2021 Q3	$224K	Buy	+1,413	New	+$216K	0.18%	86

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GGM Wealth Advisors's RSP Position: Q1 2025 in Review

GGM Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.5% in Q1 2025, buying an estimated $29.9K and bringing the position to 11,389 shares worth $1.91M. The position accounts for 1.06% of the portfolio, ranked #29.

GGM Wealth Advisors first reported a position in RSP in Q3 2021 and has held it in 14 quarters since. The position peaked at $2.04M in Q3 2024. 1,941 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

GGM Wealth Advisors held 11,389 shares of Invesco S&P 500 Equal Weight ETF worth $1.91M as of Q1 2025.
GGM Wealth Advisors bought 168 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $29.9K.
Invesco S&P 500 Equal Weight ETF made up 1.06% of GGM Wealth Advisors's portfolio in Q1 2025, its #29 holding.
GGM Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2021 and has held it in 14 quarters since.
GGM Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $2.04M in Q3 2024.
1,941 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.