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

Mascagni 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
2026 Q1	$1.09M	Sell	5,665 -397	-7%	-$78.7K	0.77%	40
2025 Q4	$1.16M	Sell	6,062 -138	-2%	-$26.2K	0.87%	35
2025 Q3	$1.18M	Sell	6,200 -487	-7%	-$90.7K	0.91%	36
2025 Q2	$1.22M	Buy	6,687 +51	+0.8%	+$8.8K	1.04%	33
2025 Q1	$1.15M	Hold	6,636	–	–	1.14%	27
2024 Q4	$1.15M	Buy	+6,636	New	+$1.2M	1.14%	27

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

Mascagni Wealth Management's RSP Position: Q1 2026 in Review

Mascagni Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.5% in Q1 2026, selling an estimated $78.7K and leaving 5,665 shares worth $1.09M. The position accounts for 0.77% of the portfolio, ranked #40.

Mascagni Wealth Management first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q2 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Mascagni Wealth Management held 5,665 shares of Invesco S&P 500 Equal Weight ETF worth $1.09M as of Q1 2026.
Mascagni Wealth Management sold 397 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $78.7K.
Invesco S&P 500 Equal Weight ETF made up 0.77% of Mascagni Wealth Management's portfolio in Q1 2026, its #40 holding.
Mascagni Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
Mascagni Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.22M in Q2 2025.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Mascagni Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.