Heirloom Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Heirloom Wealth Management’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	$206K	Buy	+1,075	New	+$213K	0.04%	86

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

Heirloom Wealth Management's RSP Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026: 1,075 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #86 among its holdings.

2,215 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Heirloom Wealth Management held 1,075 shares of Invesco S&P 500 Equal Weight ETF worth $206K as of Q1 2026.
Invesco S&P 500 Equal Weight ETF was a new Heirloom Wealth Management position in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Heirloom Wealth Management's portfolio in Q1 2026, its #86 holding.
2,215 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.