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

HORAN Wealth’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 		$912K Sell
4,760
-10
-0.2% -$1.98K 0.09% 106
2025
Q4 		$914K Buy
4,770
+56
+1% +$10.6K 0.14% 85
2025
Q3 		$894K Buy
4,714
+2,883
+157% +$537K 0.14% 100
2025
Q2 		$333K Buy
+1,831
New +$316K 0.1% 92

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $377B AUM 19.32% 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
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

HORAN Wealth's RSP Position: Q1 2026 in Review

HORAN Wealth reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.21% in Q1 2026, selling an estimated $1.98K and leaving 4,760 shares worth $912K. The position accounts for 0.09% of the portfolio, ranked #106.

HORAN Wealth first reported a position in RSP in Q2 2025 and has held it in 4 quarters since. The position peaked at $914K in Q4 2025. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • HORAN Wealth held 4,760 shares of Invesco S&P 500 Equal Weight ETF worth $912K as of Q1 2026.
  • HORAN Wealth sold 10 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $1.98K.
  • Invesco S&P 500 Equal Weight ETF made up 0.09% of HORAN Wealth's portfolio in Q1 2026, its #106 holding.
  • HORAN Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 4 quarters since.
  • HORAN Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $914K in Q4 2025.
  • 2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.