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

IFG 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
2026 Q1	$62.8K	Sell	327 -4,152	-93%	-$823K	0.18%	117
2025 Q4	$858K	Sell	4,479 -805	-15%	-$153K	0.04%	403
2025 Q3	$1M	Sell	5,284 -215	-4%	-$40.1K	0.05%	359
2025 Q2	$999K	Buy	5,499 +103	+2%	+$17.8K	0.05%	336
2025 Q1	$935K	Buy	5,396 +451	+9%	+$80.2K	0.05%	335
2024 Q4	$867K	Buy	+4,945	New	+$894K	0.05%	326
2024 Q3	–	Sell	-4,456	Closed	-$732K	–	565
2024 Q2	$732K	Buy	+4,456	New	+$733K	0.05%	340
2024 Q1	–	Sell	-45,200	Closed	-$7.13M	–	531
2023 Q4	$7.13M	Buy	45,200 +764	+2%	+$111K	0.52%	35
2023 Q3	$6.3M	Buy	44,436 +3,226	+8%	+$482K	0.53%	33
2023 Q2	$6.17M	Sell	41,210 -1,954	-5%	-$281K	0.55%	41
2023 Q1	$6.24M	Buy	43,164 +38,130	+757%	+$5.58M	0.58%	35
2022 Q4	$711K	Buy	5,034 +1,914	+61%	+$268K	0.07%	257
2022 Q3	$397K	Sell	3,120 -565	-15%	-$79.7K	0.04%	359
2022 Q2	$493K	Sell	3,685 -3,707	-50%	-$542K	0.05%	290
2022 Q1	$1.17M	Buy	7,392 +455	+7%	+$70.9K	0.12%	189
2021 Q4	$1.13M	Sell	6,937 -352	-5%	-$55.6K	0.11%	190
2021 Q3	$1.09M	Buy	7,289 +1,455	+25%	+$223K	0.12%	191
2021 Q2	$879K	Buy	5,834 +2,339	+67%	+$348K	0.1%	216
2021 Q1	$495K	Buy	+3,495	New	+$472K	0.06%	300
2019 Q3	–	Sell	-90,437	Closed	-$3.96M	–	441
2019 Q2	$3.96M	Buy	90,437 +1,403	+2%	+$149K	0.7%	25
2019 Q1	$3.81M	Sell	89,034 -2,598	-3%	-$262K	0.73%	22
2018 Q4	$3.45M	Sell	91,632 -46,942	-34%	-$4.65M	0.81%	22
2018 Q3	$5.27M	Buy	138,574 +5,726	+4%	+$605K	0.99%	18
2018 Q2	$5M	Buy	132,848 +129,956	+4,494%	+$13.2M	1.03%	19
2018 Q1	$373K	Sell	2,892 -49	-2%	-$5.01K	0.08%	229
2017 Q4	$366K	Buy	+2,941	New	+$289K	0.08%	228

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

IFG Advisory's RSP Position: Q1 2026 in Review

IFG Advisory reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 93% in Q1 2026, selling an estimated $823K and leaving 327 shares worth $62.8K. The position accounts for 0.18% of the portfolio, ranked #117.

IFG Advisory first reported a position in RSP in Q4 2017 and has held it in 26 quarters since. The position peaked at $7.13M in Q4 2023. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

IFG Advisory held 327 shares of Invesco S&P 500 Equal Weight ETF worth $62.8K as of Q1 2026.
IFG Advisory sold 4,152 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $823K.
Invesco S&P 500 Equal Weight ETF made up 0.18% of IFG Advisory's portfolio in Q1 2026, its #117 holding.
IFG Advisory first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and has held it in 26 quarters since.
IFG Advisory's Invesco S&P 500 Equal Weight ETF position peaked at $7.13M in Q4 2023.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.