Jim Saulnier & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Jim Saulnier & Associates’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	$263K	Buy	1,371 +1	+0.1%	+$198	0.13%	117
2025 Q4	$262K	Buy	1,370 +11	+0.8%	+$2.09K	0.14%	122
2025 Q3	$258K	Buy	1,359 +5	+0.4%	+$932	0.14%	116
2025 Q2	$246K	Buy	1,354 +6	+0.4%	+$1.04K	0.17%	100
2025 Q1	$234K	Buy	1,348 +6	+0.4%	+$1.07K	0.18%	95
2024 Q4	$235K	Buy	1,342 +5	+0.4%	+$904	0.2%	83
2024 Q3	$240K	Buy	+1,337	New	+$228K	0.23%	72

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

Jim Saulnier & Associates's RSP Position: Q1 2026 in Review

Jim Saulnier & Associates increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.07% in Q1 2026, buying an estimated $198 and bringing the position to 1,371 shares worth $263K. The position accounts for 0.13% of the portfolio, ranked #117.

Jim Saulnier & Associates first reported a position in RSP in Q3 2024 and has held it in 7 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Jim Saulnier & Associates held 1,371 shares of Invesco S&P 500 Equal Weight ETF worth $263K as of Q1 2026.
Jim Saulnier & Associates bought 1 Invesco S&P 500 Equal Weight ETF share in Q1 2026, an estimated $198.
Invesco S&P 500 Equal Weight ETF made up 0.13% of Jim Saulnier & Associates's portfolio in Q1 2026, its #117 holding.
Jim Saulnier & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 7 quarters since.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.