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Koss-Olinger Consulting’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Koss-Olinger Consulting’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 		$3.01M Sell
15,666
-2,691
-15% -$533K 0.25% 37
2025
Q4 		$3.52M Sell
18,357
-4,893
-21% -$929K 0.27% 37
2025
Q3 		$4.22M Hold
23,250
– – 0.35% 39
2025
Q2 		$4.23M Sell
23,250
-282
-1% -$48.7K 0.35% 39
2025
Q1 		$4.08M Sell
23,532
-47
-0.2% -$8.36K 0.34% 38
2024
Q4 		$4.13M Buy
23,579
+362
+2% +$65.5K 0.36% 40
2024
Q3 		$4.16M Sell
23,217
-20
-0.1% -$3.42K 0.36% 36
2024
Q2 		$3.82M Buy
+23,237
New +$3.82M 0.35% 33
2024
Q1 		– Sell
-22,511
Closed -$3.55M – 243
2023
Q4 		$3.55M Sell
22,511
-2,180
-9% -$317K 0.35% 33
2023
Q3 		$3.5M Sell
24,691
-503
-2% -$75.1K 0.52% 29
2023
Q2 		$3.77M Sell
25,194
-520
-2% -$74.9K 0.44% 27
2023
Q1 		$3.72M Sell
25,714
-46
-0.2% -$6.74K 0.46% 26
2022
Q4 		$3.64M Buy
25,760
+500
+2% +$69.9K 0.52% 25
2022
Q3 		$3.21M Buy
25,260
+2,481
+11% +$350K 0.55% 19
2022
Q2 		$3.06M Buy
22,779
+6,457
+40% +$945K 0.56% 18
2022
Q1 		$2.57M Sell
16,322
-253,723
-94% -$39.6M 0.41% 21
2021
Q4 		$44M Sell
270,045
-3,180
-1% -$502K 6.77% 3
2021
Q3 		$40.9M Sell
273,225
-4,655
-2% -$713K 6.67% 3
2021
Q2 		$41.9M Sell
277,880
-2,288
-0.8% -$341K 6.22% 3
2021
Q1 		$39.7M Buy
+280,168
New +$37.8M 6.76% 4

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

Koss-Olinger Consulting's RSP Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 15% in Q1 2026, selling an estimated $533K and leaving 15,666 shares worth $3.01M. The position accounts for 0.25% of the portfolio, ranked #37.

Koss-Olinger Consulting first reported a position in RSP in Q1 2021 and has held it in 20 quarters since. The position peaked at $44M in Q4 2021. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Koss-Olinger Consulting held 15,666 shares of Invesco S&P 500 Equal Weight ETF worth $3.01M as of Q1 2026.
  • Koss-Olinger Consulting sold 2,691 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $533K.
  • Invesco S&P 500 Equal Weight ETF made up 0.25% of Koss-Olinger Consulting's portfolio in Q1 2026, its #37 holding.
  • Koss-Olinger Consulting first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and has held it in 20 quarters since.
  • Koss-Olinger Consulting's Invesco S&P 500 Equal Weight ETF position peaked at $44M in Q4 2021.
  • 2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.