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

Massachusetts 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 Q3	$1.2M	Buy	5,757 +330	+6%	+$71.3K	0.48%	69
2026 Q2	$1.15M	Buy	5,427 +296	+6%	+$60.6K	0.44%	70
2026 Q1	$985K	Buy	5,131 +307	+6%	+$60.8K	0.43%	72
2025 Q4	$924K	Buy	4,824 +105	+2%	+$19.9K	0.43%	74
2025 Q3	$895K	Buy	4,719 +40	+0.9%	+$7.45K	0.44%	74
2025 Q2	$850K	Buy	4,679 +175	+4%	+$30.2K	0.48%	72
2025 Q1	$780K	Buy	4,504 +960	+27%	+$171K	0.54%	64
2024 Q4	$621K	Buy	3,544 +693	+24%	+$125K	0.38%	74
2024 Q3	$511K	Buy	2,851 +792	+38%	+$135K	0.32%	74
2024 Q2	$338K	Buy	+2,059	New	+$339K	0.23%	82

Other funds holding RSP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Massachusetts Wealth Management's RSP Position: Q3 2026 in Review

Massachusetts Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.1% in Q3 2026, buying an estimated $71.3K and bringing the position to 5,757 shares worth $1.2M. The position accounts for 0.48% of the portfolio, ranked #69.

Massachusetts Wealth Management first reported a position in RSP in Q2 2024 and has held it in 10 quarters since. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Massachusetts Wealth Management held 5,757 shares of Invesco S&P 500 Equal Weight ETF worth $1.2M as of Q3 2026.
Massachusetts Wealth Management bought 330 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $71.3K.
Invesco S&P 500 Equal Weight ETF made up 0.48% of Massachusetts Wealth Management's portfolio in Q3 2026, its #69 holding.
Massachusetts Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 10 quarters since.
2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Massachusetts Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.