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 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 $1.66T 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

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

Massachusetts Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.4% in Q1 2026, buying an estimated $60.8K and bringing the position to 5,131 shares worth $985K. The position accounts for 0.43% of the portfolio, ranked #72.

Massachusetts Wealth Management first reported a position in RSP in Q2 2024 and has held it in 8 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Massachusetts Wealth Management held 5,131 shares of Invesco S&P 500 Equal Weight ETF worth $985K as of Q1 2026.
Massachusetts Wealth Management bought 307 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $60.8K.
Invesco S&P 500 Equal Weight ETF made up 0.43% of Massachusetts Wealth Management's portfolio in Q1 2026, its #72 holding.
Massachusetts Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 8 quarters since.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.