GM Advisory Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

GM Advisory Group’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	–	Sell	-13,996	Closed	-$2.66M	–	364
2025 Q3	$2.66M	Sell	13,996 -12,161	-46%	-$2.27M	0.11%	85
2025 Q2	$4.75M	Buy	26,157 +4,833	+23%	+$834K	0.24%	56
2025 Q1	$3.69M	Buy	21,324 +402	+2%	+$71.5K	0.2%	56
2024 Q4	$3.67M	Buy	20,922 +2,252	+12%	+$407K	0.2%	60
2024 Q3	$3.34M	Buy	18,670 +510	+3%	+$87.1K	0.2%	61
2024 Q2	$2.98M	Buy	18,160 +152	+0.8%	+$25K	0.19%	60
2024 Q1	$3.05M	Buy	18,008 +13,618	+310%	+$2.19M	0.21%	58
2023 Q4	$693K	Buy	4,390 +693	+19%	+$101K	0.05%	118
2023 Q3	$524K	Hold	3,697	–	–	0.04%	122
2023 Q2	$553K	Hold	3,697	–	–	0.05%	118
2023 Q1	$535K	Hold	3,697	–	–	0.05%	119
2022 Q4	$522K	Hold	3,697	–	–	0.06%	110
2022 Q3	$471K	Hold	3,697	–	–	0.06%	122
2022 Q2	$496K	Hold	3,697	–	–	0.08%	111
2022 Q1	$583K	Buy	+3,697	New	+$576K	0.07%	118

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

GM Advisory Group's RSP Position: Q4 2025 in Review

GM Advisory Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2025, closing a stake of 13,996 shares — an estimated $2.66M sold.

GM Advisory Group first reported a position in RSP in Q1 2022 and held it in 15 quarters. The position peaked at $4.75M in Q2 2025. 2,132 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

GM Advisory Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
GM Advisory Group sold 13,996 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $2.66M.
GM Advisory Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and held it in 15 quarters.
GM Advisory Group's Invesco S&P 500 Equal Weight ETF position peaked at $4.75M in Q2 2025.
2,132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on GM Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.