IAM Advisory’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

IAM Advisory’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
2025 Q3	–	Sell	-1,456	Closed	-$265K	–	107
2025 Q2	$265K	Buy	1,456 +6	+0.4%	+$1.04K	0.06%	86
2025 Q1	$251K	Sell	1,450 -9	-0.6%	-$1.6K	0.07%	92
2024 Q4	$256K	Sell	1,459 -137	-9%	-$24.8K	0.06%	90
2024 Q3	$286K	Buy	+1,596	New	+$273K	0.07%	87

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

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

TPSF

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

IAM Advisory's RSP Position: Q3 2025 in Review

IAM Advisory sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2025, closing a stake of 1,456 shares — an estimated $265K sold.

IAM Advisory first reported a position in RSP in Q3 2024 and held it in 4 quarters. The position peaked at $286K in Q3 2024. 1,952 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

IAM Advisory reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
IAM Advisory sold 1,456 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $265K.
IAM Advisory first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and held it in 4 quarters.
IAM Advisory's Invesco S&P 500 Equal Weight ETF position peaked at $286K in Q3 2024.
1,952 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on IAM Advisory's 13F filing for Q3 2025, filed 20 Oct 2025.