Ken Fisher’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Ken Fisher’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	$542K	Sell	2,825 -1,151	-29%	-$228K	﹤0.01%	773
2025 Q4	$762K	Buy	3,976 +1,820	+84%	+$345K	﹤0.01%	717
2025 Q3	$409K	Buy	2,156 +368	+21%	+$68.6K	﹤0.01%	815
2025 Q2	$325K	Sell	1,788 -1,985	-53%	-$343K	﹤0.01%	865
2025 Q1	$654K	Buy	3,773 +208	+6%	+$37K	﹤0.01%	748
2024 Q4	$625K	Buy	3,565 +1,097	+44%	+$198K	﹤0.01%	738
2024 Q3	$442K	Sell	2,468 -6,118	-71%	-$1.05M	﹤0.01%	773
2024 Q2	$1.41M	Buy	8,586 +5,187	+153%	+$853K	﹤0.01%	634
2024 Q1	$576K	Sell	3,399 -6,581	-66%	-$1.06M	﹤0.01%	755
2023 Q4	$1.57M	Buy	9,980 +6,578	+193%	+$956K	﹤0.01%	629
2023 Q3	$482K	Buy	3,402 +1,285	+61%	+$192K	﹤0.01%	853
2023 Q2	$317K	Buy	+2,117	New	+$305K	﹤0.01%	944
2023 Q1	–	Sell	-2,025	Closed	-$286K	–	1169
2022 Q4	$286K	Buy	+2,025	New	+$283K	﹤0.01%	922
2022 Q2	–	Sell	-1,706	Closed	-$269K	–	974
2022 Q1	$269K	Sell	1,706 -1,089	-39%	-$170K	﹤0.01%	832
2021 Q4	$455K	Buy	2,795 +1,304	+87%	+$206K	﹤0.01%	781
2021 Q3	$223K	Buy	+1,491	New	+$228K	﹤0.01%	851
2021 Q1	–	Sell	-2,966	Closed	-$378K	–	958
2020 Q4	$378K	Buy	+2,966	New	+$353K	﹤0.01%	753
2020 Q1	–	Sell	-1,821	Closed	-$211K	–	837
2019 Q4	$211K	Buy	+1,821	New	+$202K	﹤0.01%	784
2018 Q1	–	Sell	-2,234	Closed	-$226K	–	818
2017 Q4	$226K	Buy	+2,234	New	+$219K	﹤0.01%	808

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

Ken Fisher's RSP Position: Q1 2026 in Review

Ken Fisher reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 29% in Q1 2026, selling an estimated $228K and leaving 2,825 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Ken Fisher first reported a position in RSP in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.57M in Q4 2023. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Ken Fisher held 2,825 shares of Invesco S&P 500 Equal Weight ETF worth $542K as of Q1 2026.
Ken Fisher sold 1,151 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $228K.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #773 holding.
Ken Fisher first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and has held it in 19 quarters since.
Ken Fisher's Invesco S&P 500 Equal Weight ETF position peaked at $1.57M in Q4 2023.
2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.