Golden State Equity Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Golden State Equity 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	$4.69M	Buy	24,425 +16,013	+190%	+$3.17M	0.35%	53
2025 Q4	$1.61M	Buy	8,412 +818	+11%	+$155K	0.26%	79
2025 Q3	$1.44M	Buy	7,594 +2,206	+41%	+$411K	0.24%	95
2025 Q2	$979K	Sell	5,388 -12,461	-70%	-$2.15M	0.18%	141
2025 Q1	$3.09M	Buy	17,849 +9,198	+106%	+$1.64M	0.61%	33
2024 Q4	$1.52M	Buy	8,651 +2,364	+38%	+$427K	0.29%	79
2024 Q3	$1.13M	Buy	6,287 +1,211	+24%	+$207K	0.59%	31
2024 Q2	$834K	Buy	+5,076	New	+$835K	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 $2.26B AUM 7.02% 1-Year Est. Return

Golden State Equity Partners's RSP Position: Q1 2026 in Review

Golden State Equity Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 190% in Q1 2026, buying an estimated $3.17M and bringing the position to 24,425 shares worth $4.69M. The position accounts for 0.35% of the portfolio, ranked #53.

Golden State Equity Partners first reported a position in RSP in Q2 2024 and has held it in 8 quarters since. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Golden State Equity Partners held 24,425 shares of Invesco S&P 500 Equal Weight ETF worth $4.69M as of Q1 2026.
Golden State Equity Partners bought 16,013 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $3.17M.
Invesco S&P 500 Equal Weight ETF made up 0.35% of Golden State Equity Partners's portfolio in Q1 2026, its #53 holding.
Golden State Equity Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 8 quarters since.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.