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

IHT 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	$11.6M	Sell	60,410 -462	-0.8%	-$91.6K	0.27%	79
2025 Q4	$11.7M	Buy	60,872 +2,407	+4%	+$457K	0.28%	76
2025 Q3	$11.1M	Sell	58,465 -715	-1%	-$133K	0.28%	82
2025 Q2	$10.8M	Sell	59,180 -2,931	-5%	-$506K	0.3%	77
2025 Q1	$10.8M	Sell	62,111 -3,324	-5%	-$591K	0.34%	69
2024 Q4	$11.5M	Buy	65,435 +908	+1%	+$164K	0.37%	58
2024 Q3	$11.6M	Sell	64,527 -4,396	-6%	-$751K	0.33%	58
2024 Q2	$11.3M	Buy	68,923 +19,987	+41%	+$3.29M	0.42%	43
2024 Q1	$8.29M	Sell	48,936 -12,770	-21%	-$2.05M	0.33%	59
2023 Q4	$9.74M	Buy	61,706 +5,357	+10%	+$778K	0.43%	39
2023 Q3	$7.98M	Buy	56,349 +6,834	+14%	+$1.02M	0.4%	44
2023 Q2	$7.41M	Sell	49,515 -3,738	-7%	-$538K	0.39%	46
2023 Q1	$7.7M	Buy	53,253 +3,387	+7%	+$496K	0.44%	43
2022 Q4	$7.04M	Sell	49,866 -1,900	-4%	-$266K	0.44%	46
2022 Q3	$6.59M	Sell	51,766 -1,667	-3%	-$235K	0.5%	35
2022 Q2	$7.17M	Buy	53,433 +5,271	+11%	+$771K	0.63%	26
2022 Q1	$7.6M	Sell	48,162 -2,511	-5%	-$392K	0.58%	28
2021 Q4	$8.25M	Buy	50,673 +1,531	+3%	+$242K	0.61%	28
2021 Q3	$7.36M	Sell	49,142 -8,560	-15%	-$1.31M	0.6%	31
2021 Q2	$8.7M	Buy	57,702 +14,318	+33%	+$2.13M	0.55%	30
2021 Q1	$6.15M	Buy	43,384 +11,533	+36%	+$1.56M	0.44%	44
2020 Q4	$4.06M	Buy	31,851 +2,838	+10%	+$338K	0.34%	60
2020 Q3	$3.14M	Buy	29,013 +14,722	+103%	+$1.59M	0.31%	72
2020 Q2	$1.45M	Sell	14,291 -2,574	-15%	-$248K	0.2%	114
2020 Q1	$1.42M	Buy	16,865 +2,614	+18%	+$278K	0.2%	117
2019 Q4	$1.65M	Buy	14,251 +145	+1%	+$16.1K	0.2%	126
2019 Q3	$1.52M	Sell	14,106 -164	-1%	-$17.6K	0.21%	120
2019 Q2	$1.54M	Sell	14,270 -308	-2%	-$32.6K	0.22%	108
2019 Q1	$1.52M	Buy	14,578 +5,793	+66%	+$584K	0.25%	101
2018 Q4	$803K	Sell	8,785 -442	-5%	-$43.8K	0.15%	162
2018 Q3	$985K	Buy	9,227 +463	+5%	+$48.9K	0.21%	122
2018 Q2	$893K	Sell	8,764 -2,885	-25%	-$292K	0.23%	120
2018 Q1	$1.13M	Buy	11,649 +207	+2%	+$21.2K	0.3%	75
2017 Q4	$1.18M	Sell	11,442 -1,800	-14%	-$177K	0.31%	81
2017 Q3	$1.27M	Buy	13,242 +13,065	+7,381%	+$1.22M	0.54%	39
2017 Q2	$4	Buy	177 +35	+25%	+$3.21K	﹤0.01%	1136
2017 Q1	$24K	Sell	142 -2,030	-93%	-$182K	0.02%	613
2016 Q4	$190K	Buy	+2,172	New	+$183K	0.14%	169

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 $2.7B AUM 6.73% 1-Year Est. Return

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

IHT Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.76% in Q1 2026, selling an estimated $91.6K and leaving 60,410 shares worth $11.6M. The position accounts for 0.27% of the portfolio, ranked #79.

IHT Wealth Management first reported a position in RSP in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.7M in Q4 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

IHT Wealth Management held 60,410 shares of Invesco S&P 500 Equal Weight ETF worth $11.6M as of Q1 2026.
IHT Wealth Management sold 462 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $91.6K.
Invesco S&P 500 Equal Weight ETF made up 0.27% of IHT Wealth Management's portfolio in Q1 2026, its #79 holding.
IHT Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2016 and has held it in 38 quarters since.
IHT Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $11.7M in Q4 2025.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.