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Journey Strategic Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Journey Strategic Wealth’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 		$1.64M Sell
8,555
-161
-2% -$31.9K 0.04% 126
2025
Q4 		$1.67M Sell
8,716
-399
-4% -$75.7K 0.04% 115
2025
Q3 		$1.73M Sell
9,115
-27
-0.3% -$5.03K 0.05% 107
2025
Q2 		$1.66M Sell
9,142
-3,370
-27% -$582K 0.05% 110
2025
Q1 		$2.17M Buy
12,512
+1,494
+14% +$266K 0.08% 73
2024
Q4 		$1.93M Buy
11,018
+1,928
+21% +$349K 0.07% 78
2024
Q3 		$1.63M Buy
9,090
+1,162
+15% +$199K 0.06% 88
2024
Q2 		$1.3M Buy
7,928
+306
+4% +$50.3K 0.06% 70
2024
Q1 		$1.29M Buy
7,622
+5,920
+348% +$951K 0.06% 61
2023
Q4 		$269K Hold
1,702
– – 0.01% 157
2023
Q3 		$241K Hold
1,702
– – 0.01% 146
2023
Q2 		$255K Sell
1,702
-280
-14% -$40.3K 0.01% 139
2023
Q1 		$287K Buy
1,982
+2
+0.1% +$293 0.03% 163
2022
Q4 		$280K Buy
+1,980
New +$277K 0.03% 150

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 $2.26B AUM 7.02% 1-Year Est. Return

Journey Strategic Wealth's RSP Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.8% in Q1 2026, selling an estimated $31.9K and leaving 8,555 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #126.

Journey Strategic Wealth first reported a position in RSP in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.17M in Q1 2025. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Journey Strategic Wealth held 8,555 shares of Invesco S&P 500 Equal Weight ETF worth $1.64M as of Q1 2026.
  • Journey Strategic Wealth sold 161 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $31.9K.
  • Invesco S&P 500 Equal Weight ETF made up 0.04% of Journey Strategic Wealth's portfolio in Q1 2026, its #126 holding.
  • Journey Strategic Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 14 quarters since.
  • Journey Strategic Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $2.17M in Q1 2025.
  • 2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.