GRP
RSP icon

Global Retirement Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Global Retirement 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
2025
Q4 		$6.22M Buy
32,452
+4,342
+15% +$824K 0.11% 175
2025
Q3 		$5.33M Sell
28,110
-21,400
-43% -$3.99M 0.12% 157
2025
Q2 		$9M Buy
+49,510
New +$8.55M 0.22% 91
2024
Q4 		$10.1M Sell
57,875
-2,617
-4% -$473K 0.29% 72
2024
Q3 		$10.8M Buy
60,492
+22,347
+59% +$3.82M 0.33% 63
2024
Q2 		$6.27M Sell
38,145
-4,361
-10% -$717K 0.2% 99
2024
Q1 		$7.2M Buy
42,506
+4,090
+11% +$657K 0.27% 81
2023
Q4 		$5.96M Buy
38,416
+7,637
+25% +$1.11M 0.25% 87
2023
Q3 		$4.28M Buy
30,779
+20,611
+203% +$3.08M 0.22% 99
2023
Q2 		$1.52M Sell
10,168
-1,145
-10% -$165K 0.07% 237
2023
Q1 		$1.61M Buy
11,313
+962
+9% +$141K 0.09% 230
2022
Q4 		$1.46M Sell
10,351
-140
-1% -$19.6K 0.1% 203
2022
Q3 		$1.46M Buy
10,491
+2,796
+36% +$394K 0.11% 189
2022
Q2 		$1.03M Sell
7,695
-578
-7% -$84.6K 0.08% 244
2022
Q1 		$1.18M Buy
8,273
+3,468
+72% +$541K 0.09% 226
2021
Q4 		$782K Sell
4,805
-395
-8% -$62.4K 0.61% 30
2021
Q3 		$779K Buy
5,200
+113
+2% +$17.3K 0.08% 220
2021
Q2 		$767K Buy
5,087
+2,249
+79% +$335K 0.08% 227
2021
Q1 		$402K Sell
2,838
-204
-7% -$27.5K 0.05% 292
2020
Q4 		$388K Buy
3,042
+80
+3% +$9.52K 0.05% 277
2020
Q3 		$320K Sell
2,962
-929
-24% -$100K 0.05% 286
2020
Q2 		$396K Sell
3,891
-208
-5% -$20.1K 0.06% 255
2020
Q1 		$344K Sell
4,099
-2,541
-38% -$270K 0.07% 243
2019
Q4 		$768K Sell
6,640
-164
-2% -$18.2K 0.12% 172
2019
Q3 		$735K Sell
6,804
-1,373
-17% -$147K 0.12% 168
2019
Q2 		$881K Sell
8,177
-2,332
-22% -$247K 0.17% 121
2019
Q1 		$1.1M Sell
10,509
-819
-7% -$82.6K 0.27% 75
2018
Q4 		$1.03M Sell
11,328
-797
-7% -$79K 0.26% 79
2018
Q3 		$1.29M Buy
12,125
+159
+1% +$16.8K 0.29% 73
2018
Q2 		$1.22M Buy
11,966
+4,079
+52% +$413K 0.31% 67
2018
Q1 		$785K Sell
7,887
-882
-10% -$90.3K 0.22% 96
2017
Q4 		$886K Sell
8,769
-407
-4% -$40K 0.24% 83
2017
Q3 		$877K Buy
9,176
+105
+1% +$9.82K 0.36% 49
2017
Q2 		$841K Buy
9,071
+894
+11% +$82K 0.4% 49
2017
Q1 		$743K Sell
8,177
-470
-5% -$42.2K 0.42% 43
2016
Q4 		$749K Buy
+8,647
New +$730K 0.5% 32

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Global Retirement Partners's RSP Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 15% in Q4 2025, buying an estimated $824K and bringing the position to 32,452 shares worth $6.22M. The position accounts for 0.11% of the portfolio, ranked #175.

Global Retirement Partners first reported a position in RSP in Q4 2016 and has held it in 36 quarters since. The position peaked at $10.8M in Q3 2024. 2,123 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

  • Global Retirement Partners held 32,452 shares of Invesco S&P 500 Equal Weight ETF worth $6.22M as of Q4 2025.
  • Global Retirement Partners bought 4,342 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $824K.
  • Invesco S&P 500 Equal Weight ETF made up 0.11% of Global Retirement Partners's portfolio in Q4 2025, its #175 holding.
  • Global Retirement Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2016 and has held it in 36 quarters since.
  • Global Retirement Partners's Invesco S&P 500 Equal Weight ETF position peaked at $10.8M in Q3 2024.
  • 2,123 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.