Index Fund Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Index Fund 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 Q1	–	Sell	-1,290	Closed	-$226K	–	106
2024 Q4	$226K	Hold	1,290	–	–	0.01%	100
2024 Q3	$231K	Hold	1,290	–	–	0.01%	98
2024 Q2	$212K	Hold	1,290	–	–	0.01%	89
2024 Q1	$218K	Hold	1,290	–	–	0.01%	89
2023 Q4	$204K	Buy	+1,290	New	+$187K	0.01%	88
2022 Q2	–	Sell	-1,398	Closed	-$221K	–	98
2022 Q1	$221K	Buy	1,398 +1	+0.1%	+$156	0.02%	90
2021 Q4	$227K	Buy	+1,397	New	+$221K	0.02%	88

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Index Fund Advisors's RSP Position: Q1 2025 in Review

Index Fund Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2025, closing a stake of 1,290 shares — an estimated $226K sold.

Index Fund Advisors first reported a position in RSP in Q4 2021 and held it in 7 quarters. The position peaked at $231K in Q3 2024. 1,940 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

Index Fund Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
Index Fund Advisors sold 1,290 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $226K.
Index Fund Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 7 quarters.
Index Fund Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $231K in Q3 2024.
1,940 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on Index Fund Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.