Howe & Rusling’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Howe & Rusling’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	$591K	Buy	3,079 +2,300	+295%	+$456K	0.04%	166
2025 Q4	$149K	Buy	779 +491	+170%	+$93.2K	0.01%	310
2025 Q3	$54.6K	Buy	288 +1	+0.3%	+$186	﹤0.01%	348
2025 Q2	$52.2K	Buy	287 +98	+52%	+$16.9K	﹤0.01%	346
2025 Q1	$32.8K	Buy	189 +124	+191%	+$22K	﹤0.01%	338
2024 Q4	$11.4K	Sell	65 -99	-60%	-$17.9K	﹤0.01%	369
2024 Q3	$29.4K	Sell	164 -95	-37%	-$16.2K	﹤0.01%	319
2024 Q2	$42.5K	Buy	259 +91	+54%	+$15K	﹤0.01%	295
2024 Q1	$28.5K	Buy	168 +5	+3%	+$803	﹤0.01%	307
2023 Q4	$25.7K	Buy	+163	New	+$23.7K	﹤0.01%	295
2023 Q3	–	Sell	-74	Closed	-$11.1K	–	334
2023 Q2	$11.1K	Buy	+74	New	+$10.7K	﹤0.01%	298
2023 Q1	–	Sell	-113	Closed	-$16K	–	328
2022 Q4	$16K	Sell	113 -30	-21%	-$4.2K	﹤0.01%	275
2022 Q3	$18K	Buy	143 +15	+12%	+$2.12K	﹤0.01%	443
2022 Q2	$17K	Buy	128 +1	+0.8%	+$146	﹤0.01%	450
2022 Q1	$20K	Buy	127 +100	+370%	+$15.6K	﹤0.01%	422
2021 Q4	$4K	Hold	27	–	–	﹤0.01%	748
2021 Q3	$4K	Hold	27	–	–	﹤0.01%	723
2021 Q2	$4K	Buy	+27	New	+$4.02K	﹤0.01%	689
2018 Q1	–	Sell	-415	Closed	-$42K	–	995
2017 Q4	$42K	Hold	415	–	–	0.01%	316
2017 Q3	$40K	Hold	415	–	–	0.01%	324
2017 Q2	$38K	Buy	+415	New	+$38.1K	0.01%	300

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

Howe & Rusling's RSP Position: Q1 2026 in Review

Howe & Rusling increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 295% in Q1 2026, buying an estimated $456K and bringing the position to 3,079 shares worth $591K. The position accounts for 0.04% of the portfolio, ranked #166.

Howe & Rusling first reported a position in RSP in Q2 2017 and has held it in 21 quarters since. 2,219 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Howe & Rusling held 3,079 shares of Invesco S&P 500 Equal Weight ETF worth $591K as of Q1 2026.
Howe & Rusling bought 2,300 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $456K.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Howe & Rusling's portfolio in Q1 2026, its #166 holding.
Howe & Rusling first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2017 and has held it in 21 quarters since.
2,219 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.