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Intrua Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Intrua Financial’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 		$938K Sell
4,886
-231
-5% -$45.8K 0.1% 164
2025
Q4 		$980K Buy
5,117
+1,009
+25% +$192K 0.1% 154
2025
Q3 		$779K Buy
4,108
+2,443
+147% +$455K 0.08% 183
2025
Q2 		$303K Sell
1,665
-290
-15% -$50.1K 0.04% 287
2025
Q1 		$339K Sell
1,955
-504
-20% -$89.6K 0.05% 258
2024
Q4 		$431K Sell
2,459
-354
-13% -$64K 0.07% 223
2024
Q3 		$504K Sell
2,813
-737
-21% -$126K 0.07% 218
2024
Q2 		$583K Sell
3,550
-1,683
-32% -$277K 0.09% 202
2024
Q1 		$886K Sell
5,233
-36,452
-87% -$5.85M 0.13% 150
2023
Q4 		$6.58M Sell
41,685
-25
-0.1% -$3.63K 0.96% 22
2023
Q3 		$5.91M Buy
41,710
+1,299
+3% +$194K 1% 21
2023
Q2 		$6.05M Buy
40,411
+2,666
+7% +$384K 1.02% 23
2023
Q1 		$5.34M Buy
37,745
+845
+2% +$124K 1.11% 20
2022
Q4 		$5.35M Sell
36,900
-866
-2% -$121K 1.24% 18
2022
Q3 		$4.81M Buy
37,766
+720
+2% +$102K 1.28% 15
2022
Q2 		$4.97M Buy
37,046
+608
+2% +$89K 1.06% 18
2022
Q1 		$5.75M Buy
36,438
+782
+2% +$122K 1.03% 23
2021
Q4 		$5.8M Buy
35,656
+406
+1% +$64.1K 1.01% 23
2021
Q3 		$5.51M Buy
35,250
+33,542
+1,964% +$5.14M 1.02% 22
2021
Q2 		$265K Buy
1,708
+3
+0.2% +$447 0.06% 246
2021
Q1 		$253K Buy
+1,705
New +$230K 0.06% 250

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
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

Intrua Financial's RSP Position: Q1 2026 in Review

Intrua Financial reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.5% in Q1 2026, selling an estimated $45.8K and leaving 4,886 shares worth $938K. The position accounts for 0.1% of the portfolio, ranked #164.

Intrua Financial first reported a position in RSP in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.58M in Q4 2023. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Intrua Financial held 4,886 shares of Invesco S&P 500 Equal Weight ETF worth $938K as of Q1 2026.
  • Intrua Financial sold 231 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $45.8K.
  • Invesco S&P 500 Equal Weight ETF made up 0.1% of Intrua Financial's portfolio in Q1 2026, its #164 holding.
  • Intrua Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and has held it in 21 quarters since.
  • Intrua Financial's Invesco S&P 500 Equal Weight ETF position peaked at $6.58M in Q4 2023.
  • 2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.