GWM
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Gibbs Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Gibbs Wealth 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 		$347K Buy
1,809
+69
+4% +$13.7K 0.05% 369
2025
Q4 		$344K Hold
1,740
– – 0.08% 252
2025
Q3 		$330K Sell
1,740
-8
-0.5% -$1.49K 0.07% 258
2025
Q2 		$318K Sell
1,748
-4
-0.2% -$690 0.06% 276
2025
Q1 		$304K Sell
1,752
-72
-4% -$12.8K 0.07% 248
2024
Q4 		$320K Sell
1,824
-387
-18% -$70K 0.09% 224
2024
Q3 		$396K Buy
2,211
+77
+4% +$13.2K 0.13% 178
2024
Q2 		$351K Buy
2,134
+493
+30% +$81.1K 0.14% 162
2024
Q1 		$278K Buy
+1,641
New +$264K 0.16% 148

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