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

Horizon 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	$5.41M	Buy	28,203 +1,023	+4%	+$203K	0.79%	31
2025 Q4	$5.21M	Buy	27,180 +33	+0.1%	+$6.26K	0.81%	25
2025 Q3	$5.15M	Sell	27,147 -1,090	-4%	-$203K	0.76%	27
2025 Q2	$5.13M	Sell	28,237 -874	-3%	-$151K	0.9%	23
2025 Q1	$5.04M	Buy	29,111 +1,019	+4%	+$181K	0.85%	19
2024 Q4	$4.92M	Sell	28,092 -245,451	-90%	-$44.4M	0.86%	20
2024 Q3	$49M	Buy	273,543 +250,391	+1,082%	+$42.8M	9.78%	2
2024 Q2	$3.8M	Sell	23,152 -8,601	-27%	-$1.41M	0.91%	18
2024 Q1	$5.38M	Sell	31,753 -64	-0.2%	-$10.3K	1.4%	15
2023 Q4	$5.02M	Sell	31,817 -6,787	-18%	-$986K	1.4%	16
2023 Q3	$5.47M	Sell	38,604 -1,027	-3%	-$153K	2.2%	12
2023 Q2	$5.93M	Sell	39,631 -19,463	-33%	-$2.8M	2.34%	13
2023 Q1	$8.55M	Sell	59,094 -6,444	-10%	-$944K	6.41%	5
2022 Q4	$9.26M	Sell	65,538 -60,405	-48%	-$8.45M	7.54%	4
2022 Q3	$16M	Sell	125,943 -78,965	-39%	-$11.1M	11.75%	2
2022 Q2	$27.5M	Sell	204,908 -170,962	-45%	-$25M	11.39%	1
2022 Q1	$59.3M	Sell	375,870 -17,580	-4%	-$2.74M	18.42%	1
2021 Q4	$64M	Buy	+393,450	New	+$62.2M	18.67%	1

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

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

Horizon Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.8% in Q1 2026, buying an estimated $203K and bringing the position to 28,203 shares worth $5.41M. The position accounts for 0.79% of the portfolio, ranked #31.

Horizon Wealth Management first reported a position in RSP in Q4 2021 and has held it in 18 quarters since. The position peaked at $64M in Q4 2021. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Horizon Wealth Management held 28,203 shares of Invesco S&P 500 Equal Weight ETF worth $5.41M as of Q1 2026.
Horizon Wealth Management bought 1,023 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $203K.
Invesco S&P 500 Equal Weight ETF made up 0.79% of Horizon Wealth Management's portfolio in Q1 2026, its #31 holding.
Horizon Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 18 quarters since.
Horizon Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $64M in Q4 2021.
2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.