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Greenberg Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Greenberg Financial 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 		$13.7M Buy
+71,618
New +$13.6M 5.65% 3
2025
Q2 		$15.4M Buy
72,370
+228
+0.3% +$39.4K 5.7% 3
2025
Q1 		$13.8M Buy
+72,142
New +$12.8M 5.71% 3

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 $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Greenberg Financial Group's RSP Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2025: 71,618 shares worth $13.7M. The stake represents 5.65% of the portfolio and ranks #3 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in RSP as recently as Q2 2025.

Greenberg Financial Group first reported a position in RSP in Q1 2025 and has held it in 3 quarters since. The position peaked at $15.4M in Q2 2025. 2,128 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

  • Greenberg Financial Group held 71,618 shares of Invesco S&P 500 Equal Weight ETF worth $13.7M as of Q4 2025.
  • Invesco S&P 500 Equal Weight ETF was a new Greenberg Financial Group position in Q4 2025.
  • Invesco S&P 500 Equal Weight ETF made up 5.65% of Greenberg Financial Group's portfolio in Q4 2025, its #3 holding.
  • Greenberg Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $15.4M in Q2 2025.
  • 2,128 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.