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

Litman Gregory 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
2025 Q4	$2.26M	Sell	11,816 -204	-2%	-$38.7K	0.17%	59
2025 Q3	$2.28M	Sell	12,020 -66	-0.5%	-$12.3K	0.17%	57
2025 Q2	$2.2M	Buy	12,086 +422	+4%	+$72.8K	0.17%	58
2025 Q1	$2.02M	Buy	11,664 +2,727	+31%	+$485K	0.17%	57
2024 Q4	$1.57M	Sell	8,937 -105	-1%	-$19K	0.14%	58
2024 Q3	$1.62M	Buy	9,042 +1,546	+21%	+$264K	0.14%	58
2024 Q2	$1.23M	Buy	7,496 +492	+7%	+$80.9K	0.11%	67
2024 Q1	$1.19M	Hold	7,004	–	–	0.11%	66
2023 Q4	$1.11M	Hold	7,004	–	–	0.1%	67
2023 Q3	$992K	Hold	7,004	–	–	0.1%	69
2023 Q2	$1.05M	Buy	+7,004	New	+$1.01M	0.13%	45
2023 Q1	–	Sell	-7,004	Closed	-$989K	–	81
2022 Q4	$989K	Buy	+7,004	New	+$979K	0.14%	46
2021 Q2	–	Sell	-204	Closed	-$29K	–	160
2021 Q1	$29K	Hold	204	–	–	0.01%	120
2020 Q4	$26K	Hold	204	–	–	﹤0.01%	124
2020 Q3	$22K	Hold	204	–	–	﹤0.01%	120
2020 Q2	$21K	Hold	204	–	–	﹤0.01%	112
2020 Q1	$17K	Hold	204	–	–	﹤0.01%	110
2019 Q4	$24K	Hold	204	–	–	0.01%	118
2019 Q3	$22K	Hold	204	–	–	0.01%	107
2019 Q2	$22K	Hold	204	–	–	0.01%	134
2019 Q1	$21K	Hold	204	–	–	0.01%	90
2018 Q4	$19K	Sell	204 -106	-34%	-$10.5K	0.01%	97
2018 Q3	$33K	Buy	+310	New	+$32.8K	0.01%	67

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Litman Gregory Wealth Management's RSP Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.7% in Q4 2025, selling an estimated $38.7K and leaving 11,816 shares worth $2.26M. The position accounts for 0.17% of the portfolio, ranked #59.

Litman Gregory Wealth Management first reported a position in RSP in Q3 2018 and has held it in 23 quarters since. The position peaked at $2.28M in Q3 2025. 2,134 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

Litman Gregory Wealth Management held 11,816 shares of Invesco S&P 500 Equal Weight ETF worth $2.26M as of Q4 2025.
Litman Gregory Wealth Management sold 204 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $38.7K.
Invesco S&P 500 Equal Weight ETF made up 0.17% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #59 holding.
Litman Gregory Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2018 and has held it in 23 quarters since.
Litman Gregory Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $2.28M in Q3 2025.
2,134 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.