Guardian Wealth Management (Illinois)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Guardian Wealth Management (Illinois)’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 Q2	–	Sell	-293	Closed	-$50.8K	–	163
2025 Q1	$50.8K	Hold	293	–	–	0.03%	105
2024 Q4	$51.4K	Hold	293	–	–	0.04%	113
2024 Q3	$52.5K	Hold	293	–	–	0.04%	110
2024 Q2	$48.2K	Hold	293	–	–	0.04%	110
2024 Q1	$49.7K	Hold	293	–	–	0.04%	109
2023 Q4	$46.3K	Hold	293	–	–	0.04%	109
2023 Q3	$41.5K	Hold	293	–	–	0.04%	110
2023 Q2	$43.9K	Sell	293 -45	-13%	-$6.48K	0.04%	110
2023 Q1	$48.9K	Hold	338	–	–	0.05%	111
2022 Q4	$47.8K	Sell	338 -1	-0.3%	-$140	0.05%	119
2022 Q3	$43K	Sell	339 -2	-0.6%	-$282	0.05%	115
2022 Q2	$46K	Hold	341	–	–	0.05%	115
2022 Q1	$54K	Buy	341 +1	+0.3%	+$156	0.05%	119
2021 Q4	$55K	Buy	+340	New	+$53.7K	0.05%	116

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s RSP Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 293 shares — an estimated $50.8K sold.

Guardian Wealth Management (Illinois) first reported a position in RSP in Q4 2021 and held it in 14 quarters. The position peaked at $55K in Q4 2021. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 293 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $50.8K.
Guardian Wealth Management (Illinois) first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Invesco S&P 500 Equal Weight ETF position peaked at $55K in Q4 2021.
1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.