Long Run Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Long Run Wealth Advisors’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	$377K	Buy	1,969 +7	+0.4%	+$1.33K	0.07%	84
2025 Q3	$372K	Buy	1,962 +9	+0.5%	+$1.68K	0.07%	82
2025 Q2	$355K	Buy	1,953 +8	+0.4%	+$1.38K	0.07%	82
2025 Q1	$337K	Buy	1,945 +9	+0.5%	+$1.6K	0.08%	82
2024 Q4	$339K	Buy	1,936 +7	+0.4%	+$1.27K	0.08%	82
2024 Q3	$346K	Hold	1,929	–	–	0.08%	83
2024 Q2	$317K	Hold	1,929	–	–	0.08%	83
2024 Q1	$327K	Hold	1,929	–	–	0.09%	80
2023 Q4	$304K	Buy	1,929 +70	+4%	+$10.2K	0.09%	80
2023 Q3	$263K	Hold	1,859	–	–	0.09%	78
2023 Q2	$278K	Hold	1,859	–	–	0.09%	83
2023 Q1	$269K	Hold	1,859	–	–	0.09%	86
2022 Q4	$263K	Hold	1,859	–	–	0.09%	88
2022 Q3	$237K	Hold	1,859	–	–	0.09%	85
2022 Q2	$250K	Hold	1,859	–	–	0.1%	86
2022 Q1	$293K	Hold	1,859	–	–	0.1%	84
2021 Q4	$303K	Buy	+1,859	New	+$294K	0.11%	85

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 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

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Long Run Wealth Advisors's RSP Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.36% in Q4 2025, buying an estimated $1.33K and bringing the position to 1,969 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #84.

Long Run Wealth Advisors first reported a position in RSP in Q4 2021 and has held it in 17 quarters since. 2,123 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

Long Run Wealth Advisors held 1,969 shares of Invesco S&P 500 Equal Weight ETF worth $377K as of Q4 2025.
Long Run Wealth Advisors bought 7 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $1.33K.
Invesco S&P 500 Equal Weight ETF made up 0.07% of Long Run Wealth Advisors's portfolio in Q4 2025, its #84 holding.
Long Run Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 17 quarters since.
2,123 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.