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

IMA Advisory Services’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	$33.6K	Hold	175	–	–	﹤0.01%	270
2025 Q4	$33.5K	Hold	175	–	–	﹤0.01%	273
2025 Q3	$33.2K	Buy	+175	New	+$32.6K	﹤0.01%	267

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

IMA Advisory Services's RSP Position: Q1 2026 in Review

IMA Advisory Services held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 175 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

IMA Advisory Services first reported a position in RSP in Q3 2025 and has held it in 3 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

IMA Advisory Services held 175 shares of Invesco S&P 500 Equal Weight ETF worth $33.6K as of Q1 2026.
IMA Advisory Services left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #270 holding.
IMA Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and has held it in 3 quarters since.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.