Madison Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Madison Wealth Partners’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	$3.09M	Sell	16,116 -250	-2%	-$49.5K	0.49%	35
2025 Q4	$3.14M	Sell	16,366 -5,869	-26%	-$1.11M	0.57%	32
2025 Q3	$4.22M	Sell	22,235 -1,368	-6%	-$255K	0.83%	22
2025 Q2	$4.29M	Sell	23,603 -3,950	-14%	-$682K	0.94%	19
2025 Q1	$4.77M	Buy	27,553 +123	+0.4%	+$21.9K	1.18%	17
2024 Q4	$4.81M	Sell	27,430 -138	-0.5%	-$25K	1.34%	15
2024 Q3	$4.94M	Sell	27,568 -4,996	-15%	-$853K	1.46%	14
2024 Q2	$5.35M	Sell	32,564 -187	-0.6%	-$30.8K	1.84%	13
2024 Q1	$5.55M	Sell	32,751 -1,791	-5%	-$288K	2.01%	13
2023 Q4	$5.45M	Buy	+34,542	New	+$5.02M	2.16%	13

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 $2.26B AUM 7.02% 1-Year Est. Return

Madison Wealth Partners's RSP Position: Q1 2026 in Review

Madison Wealth Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.5% in Q1 2026, selling an estimated $49.5K and leaving 16,116 shares worth $3.09M. The position accounts for 0.49% of the portfolio, ranked #35.

Madison Wealth Partners first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.55M in Q1 2024. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Madison Wealth Partners held 16,116 shares of Invesco S&P 500 Equal Weight ETF worth $3.09M as of Q1 2026.
Madison Wealth Partners sold 250 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $49.5K.
Invesco S&P 500 Equal Weight ETF made up 0.49% of Madison Wealth Partners's portfolio in Q1 2026, its #35 holding.
Madison Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
Madison Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $5.55M in Q1 2024.
2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.