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IBEX Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

IBEX Wealth Advisors’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
Q4 		– Sell
-4,821
Closed -$915K – 188
2025
Q3 		$915K Sell
4,821
-43
-0.9% -$8.01K 0.09% 123
2025
Q2 		$884K Buy
+4,864
New +$840K 0.09% 117
2025
Q1 		– Sell
-6,933
Closed -$1.21M – 193
2024
Q4 		$1.21M Buy
+6,933
New +$1.25M 0.14% 105
2023
Q1 		– Sell
-63,313
Closed -$8.94M – 160
2022
Q4 		$8.94M Buy
63,313
+41,440
+189% +$5.8M 2.02% 10
2022
Q3 		$2.78M Buy
21,873
+6,455
+42% +$910K 0.72% 49
2022
Q2 		$2.07M Sell
15,418
-24,130
-61% -$3.53M 0.48% 74
2022
Q1 		$6.24M Buy
39,548
+12,084
+44% +$1.88M 1.19% 27
2021
Q4 		$4.47M Buy
27,464
+1,182
+4% +$187K 0.79% 47
2021
Q3 		$3.94M Buy
26,282
+3,835
+17% +$587K 0.76% 49
2021
Q2 		$3.38M Buy
22,447
+8,242
+58% +$1.23M 0.68% 63
2021
Q1 		$2.01M Buy
+14,205
New +$1.92M 0.5% 76
2020
Q1 		– Sell
-12,120
Closed -$1.4M – 110
2019
Q4 		$1.4M Buy
12,120
+89
+0.7% +$9.89K 0.43% 79
2019
Q3 		$1.3M Sell
12,031
-79
-0.7% -$8.48K 0.43% 82
2019
Q2 		$1.3M Buy
+12,110
New +$1.28M 0.38% 98
2018
Q4 		– Sell
-26,285
Closed -$2.81M – 99
2018
Q3 		$2.81M Buy
26,285
+3,641
+16% +$385K 1% 47
2018
Q2 		$2.2M Hold
22,644
– – 0.88% 52
2018
Q1 		$2.2M Buy
+22,644
New +$2.32M 0.89% 51
2017
Q4 		– Sell
-21,267
Closed -$2.04M – 129
2017
Q3 		$2.04M Buy
21,267
+1,478
+7% +$138K 0.76% 54
2017
Q2 		$1.83M Buy
+19,789
New +$1.81M 0.72% 58
2017
Q1 		– Sell
-19,094
Closed -$1.68M – 319
2016
Q4 		$1.68M Buy
+19,094
New +$1.61M 0.8% 46

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

IBEX Wealth Advisors's RSP Position: Q4 2025 in Review

IBEX Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2025, closing a stake of 4,821 shares — an estimated $915K sold.

IBEX Wealth Advisors first reported a position in RSP in Q4 2016 and held it in 20 quarters. The position peaked at $8.94M in Q4 2022. 2,132 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

  • IBEX Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 4,821 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $915K.
  • IBEX Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2016 and held it in 20 quarters.
  • IBEX Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $8.94M in Q4 2022.
  • 2,132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.