Horan Capital Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Horan Capital Advisors’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 Q1	$317K	Buy	1,831 +310	+20%	+$55.1K	0.11%	92
2024 Q4	$267K	Buy	+1,521	New	+$275K	0.09%	97
2020 Q4	–	Sell	-351	Closed	-$38K	–	238
2020 Q3	$38K	Buy	+351	New	+$37.9K	0.02%	190
2017 Q4	–	Sell	-430	Closed	-$41K	–	221
2017 Q3	$41K	Buy	+430	New	+$40.2K	0.03%	171
2016 Q1	–	Sell	-5,050	Closed	-$387K	–	65
2015 Q4	$387K	Buy	5,050 +86	+2%	+$6.68K	0.32%	48
2015 Q3	$365K	Buy	4,964 +96	+2%	+$7.48K	0.31%	46
2015 Q2	$388K	Buy	4,868 +35	+0.7%	+$2.87K	0.33%	44
2015 Q1	$392K	Sell	4,833 -3,405	-41%	-$274K	0.33%	44
2014 Q4	$659K	Buy	8,238 +906	+12%	+$70.4K	0.54%	47
2014 Q3	$556K	Buy	7,332 +2,500	+52%	+$192K	0.49%	48
2014 Q2	$371K	Buy	4,832 +82	+2%	+$6.08K	0.34%	54
2014 Q1	$347K	Buy	4,750 +1,175	+33%	+$83.8K	0.33%	59
2013 Q4	$255K	Buy	+3,575	New	+$244K	0.26%	60

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 $2.26B AUM 7.02% 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

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

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

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

Horan Capital Advisors's RSP Position: Q1 2025 in Review

Horan Capital Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 20% in Q1 2025, buying an estimated $55.1K and bringing the position to 1,831 shares worth $317K. The position accounts for 0.11% of the portfolio, ranked #92.

Horan Capital Advisors first reported a position in RSP in Q4 2013 and has held it in 13 quarters since. The position peaked at $659K in Q4 2014. 1,942 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

Horan Capital Advisors held 1,831 shares of Invesco S&P 500 Equal Weight ETF worth $317K as of Q1 2025.
Horan Capital Advisors bought 310 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $55.1K.
Invesco S&P 500 Equal Weight ETF made up 0.11% of Horan Capital Advisors's portfolio in Q1 2025, its #92 holding.
Horan Capital Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2013 and has held it in 13 quarters since.
Horan Capital Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $659K in Q4 2014.
1,942 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.