Horizon Wealth Management
RSP icon

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
Q3 		$5.95M Buy
28,582
+359
+1% +$77.6K 0.75% 34
2026
Q2 		$6M Buy
28,223
+20
+0.1% +$4.09K 0.77% 28
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Horizon Wealth Management's RSP Position: Q3 2026 in Review

Horizon Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.3% in Q3 2026, buying an estimated $77.6K and bringing the position to 28,582 shares worth $5.95M. The position accounts for 0.75% of the portfolio, ranked #34.

Horizon Wealth Management first reported a position in RSP in Q4 2021 and has held it in 20 quarters since. The position peaked at $64M in Q4 2021. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Horizon Wealth Management held 28,582 shares of Invesco S&P 500 Equal Weight ETF worth $5.95M as of Q3 2026.
  • Horizon Wealth Management bought 359 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $77.6K.
  • Invesco S&P 500 Equal Weight ETF made up 0.75% of Horizon Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Horizon Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 20 quarters since.
  • Horizon Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $64M in Q4 2021.
  • 2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Horizon Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.