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

Jacksonville 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	$13.2M	Buy	68,679 +9,182	+15%	+$1.82M	8.9%	3
2025 Q4	$11.4M	Buy	59,497 +2,839	+5%	+$539K	8.07%	4
2025 Q3	$10.7M	Buy	56,658 +3,654	+7%	+$681K	7.89%	4
2025 Q2	$9.63M	Buy	53,004 +5,509	+12%	+$951K	7.74%	4
2025 Q1	$8.23M	Buy	47,495 +1,312	+3%	+$233K	8.1%	3
2024 Q4	$8.09M	Buy	+46,183	New	+$8.35M	7.55%	4

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

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

Jacksonville Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 15% in Q1 2026, buying an estimated $1.82M and bringing the position to 68,679 shares worth $13.2M. The position accounts for 8.9% of the portfolio, ranked #3.

Jacksonville Wealth Management first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Jacksonville Wealth Management held 68,679 shares of Invesco S&P 500 Equal Weight ETF worth $13.2M as of Q1 2026.
Jacksonville Wealth Management bought 9,182 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $1.82M.
Invesco S&P 500 Equal Weight ETF made up 8.9% of Jacksonville Wealth Management's portfolio in Q1 2026, its #3 holding.
Jacksonville Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.