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

Horizons 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	$675K	Hold	3,519	–	–	0.44%	34
2025 Q4	$674K	Hold	3,519	–	–	0.44%	36
2025 Q3	$668K	Hold	3,519	–	–	0.45%	36
2025 Q2	$640K	Hold	3,519	–	–	0.46%	34
2025 Q1	$610K	Hold	3,519	–	–	0.45%	36
2024 Q4	$617K	Hold	3,519	–	–	0.47%	36
2024 Q3	$630K	Hold	3,519	–	–	0.48%	35
2024 Q2	$593K	Sell	3,519 -50	-1%	-$8.22K	0.47%	35
2024 Q1	$563K	Hold	3,569	–	–	0.37%	36
2023 Q4	$563K	Hold	3,569	–	–	0.37%	36
2023 Q3	$506K	Hold	3,569	–	–	0.37%	38
2023 Q2	$534K	Hold	3,569	–	–	0.38%	35
2023 Q1	$516K	Hold	3,569	–	–	0.38%	33
2022 Q4	$504K	Hold	3,569	–	–	0.4%	33
2022 Q3	$454K	Hold	3,569	–	–	0.42%	29
2022 Q2	$540K	Buy	+3,569	New	+$522K	0.44%	28

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

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

Horizons Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 3,519 shares worth $675K. The position accounts for 0.44% of the portfolio, ranked #34.

Horizons Wealth Management first reported a position in RSP in Q2 2022 and has held it in 16 quarters since. 2,228 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Horizons Wealth Management held 3,519 shares of Invesco S&P 500 Equal Weight ETF worth $675K as of Q1 2026.
Horizons Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.44% of Horizons Wealth Management's portfolio in Q1 2026, its #34 holding.
Horizons Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and has held it in 16 quarters since.
2,228 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.