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

Kiley Juergens 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	$5.34M	Buy	27,820 +5,246	+23%	+$1.04M	0.94%	20
2025 Q4	$4.32M	Buy	22,574 +9,510	+73%	+$1.81M	0.93%	23
2025 Q3	$2.48M	Buy	+13,064	New	+$2.43M	0.55%	37
2018 Q4	–	Sell	-250	Closed	-$26K	–	513
2018 Q3	$26K	Hold	250	–	–	0.02%	324
2018 Q2	$25K	Buy	+250	New	+$25.3K	0.02%	292
2018 Q1	–	Sell	-250	Closed	-$25K	–	491
2017 Q4	$25K	Buy	+250	New	+$24.5K	0.02%	313

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 $2.7B AUM 6.73% 1-Year Est. Return

Kiley Juergens Wealth Management's RSP Position: Q1 2026 in Review

Kiley Juergens Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 23% in Q1 2026, buying an estimated $1.04M and bringing the position to 27,820 shares worth $5.34M. The position accounts for 0.94% of the portfolio, ranked #20.

Kiley Juergens Wealth Management first reported a position in RSP in Q4 2017 and has held it in 6 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Kiley Juergens Wealth Management held 27,820 shares of Invesco S&P 500 Equal Weight ETF worth $5.34M as of Q1 2026.
Kiley Juergens Wealth Management bought 5,246 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $1.04M.
Invesco S&P 500 Equal Weight ETF made up 0.94% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #20 holding.
Kiley Juergens Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and has held it in 6 quarters since.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

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