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Laurel Wealth Advisors (North Carolina)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-803
Closed -$154K – 545
2025
Q4 		$154K Buy
+803
New +$152K 0.02% 205
2025
Q2 		– Sell
-103
Closed -$17.8K – 567
2025
Q1 		$17.8K Buy
103
+9
+10% +$1.6K ﹤0.01% 422
2024
Q4 		$16.5K Buy
94
+3
+3% +$542 ﹤0.01% 433
2024
Q3 		$16.3K Sell
91
-1
-1% -$171 ﹤0.01% 422
2024
Q2 		$15K Hold
92
– – ﹤0.01% 397
2024
Q1 		$15.4K Buy
92
+1
+1% +$161 ﹤0.01% 402
2023
Q4 		$14.3K Hold
91
– – ﹤0.01% 376
2023
Q3 		$12.8K Hold
91
– – ﹤0.01% 385
2023
Q2 		$13.5K Buy
91
+1
+1% +$144 ﹤0.01% 387
2023
Q1 		$13K Hold
90
– – ﹤0.01% 390
2022
Q4 		$12.6K Buy
90
+1
+1% +$140 ﹤0.01% 370
2022
Q3 		$11K Buy
89
+1
+1% +$141 ﹤0.01% 381
2022
Q2 		$12K Buy
+88
New +$12.9K ﹤0.01% 378
2020
Q2 		– Sell
-75
Closed -$6K – 533
2020
Q1 		$6K Sell
75
-107
-59% -$11.4K ﹤0.01% 397
2019
Q4 		$21K Buy
+182
New +$20.2K 0.01% 323

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

Laurel Wealth Advisors (North Carolina)'s RSP Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 803 shares — an estimated $154K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in RSP in Q4 2019 and held it in 15 quarters. The position peaked at $154K in Q4 2025. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 803 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $154K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and held it in 15 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Invesco S&P 500 Equal Weight ETF position peaked at $154K in Q4 2025.
  • 2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.