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

Kaydan 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 		$18.4M Buy
95,868
+183
+0.2% +$36.3K 6.15% 5
2025
Q4 		$18.3M Sell
95,685
-566
-0.6% -$107K 5.31% 7
2025
Q3 		$18.3M Sell
96,251
-3,205
-3% -$597K 5.22% 6
2025
Q2 		$18.1M Sell
99,456
-45,231
-31% -$7.81M 5.92% 6
2025
Q1 		$25.1M Sell
144,687
-39,651
-22% -$7.05M 8.04% 4
2024
Q4 		$32.3M Buy
184,338
+35,794
+24% +$6.47M 10.74% 1
2024
Q3 		$26.6M Buy
148,544
+40,670
+38% +$6.95M 7.86% 6
2024
Q2 		$17.7M Sell
107,874
-43,807
-29% -$7.21M 6.28% 5
2024
Q1 		$25.7M Sell
151,681
-3,423
-2% -$550K 8.76% 2
2023
Q4 		$24.5M Buy
155,104
+28,738
+23% +$4.17M 9.95% 2
2023
Q3 		$17.9M Sell
126,366
-99,421
-44% -$14.9M 7.15% 4
2023
Q2 		$33.8M Buy
225,787
+203,808
+927% +$29.4M 14.16% 1
2023
Q1 		$3.18M Sell
21,979
-125
-0.6% -$18.3K 1.3% 8
2022
Q4 		$3.12M Sell
22,104
-614
-3% -$85.9K 1.25% 9
2022
Q3 		$2.89M Sell
22,718
-429
-2% -$60.5K 1.6% 6
2022
Q2 		$3.11M Sell
23,147
-636
-3% -$93.1K 1.73% 7
2022
Q1 		$3.75M Sell
23,783
-678
-3% -$106K 1.66% 10
2021
Q4 		$3.98M Buy
+24,461
New +$3.86M 1.51% 11

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

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

Kaydan Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.19% in Q1 2026, buying an estimated $36.3K and bringing the position to 95,868 shares worth $18.4M. The position accounts for 6.15% of the portfolio, ranked #5.

Kaydan Wealth Management first reported a position in RSP in Q4 2021 and has held it in 18 quarters since. The position peaked at $33.8M in Q2 2023. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Kaydan Wealth Management held 95,868 shares of Invesco S&P 500 Equal Weight ETF worth $18.4M as of Q1 2026.
  • Kaydan Wealth Management bought 183 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $36.3K.
  • Invesco S&P 500 Equal Weight ETF made up 6.15% of Kaydan Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Kaydan Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 18 quarters since.
  • Kaydan Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $33.8M in Q2 2023.
  • 2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.