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Mather Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Mather Group’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 		$1.39M Sell
7,231
-589
-8% -$117K 0.01% 277
2025
Q4 		$1.5M Sell
7,820
-445
-5% -$84.5K 0.02% 233
2025
Q3 		$1.57M Sell
8,265
-155
-2% -$28.9K 0.02% 228
2025
Q2 		$1.53M Sell
8,420
-14
-0.2% -$2.42K 0.02% 220
2025
Q1 		$1.46M Buy
8,434
+1,285
+18% +$228K 0.02% 208
2024
Q4 		$1.25M Sell
7,149
-46
-0.6% -$8.32K 0.02% 214
2024
Q3 		$1.29M Sell
7,195
-2,464
-26% -$421K 0.02% 213
2024
Q2 		$1.64M Buy
9,659
+6,925
+253% +$1.14M 0.02% 211
2024
Q1 		$431K Sell
2,734
-216
-7% -$34.7K 0.01% 367
2023
Q4 		$466K Buy
2,950
+178
+6% +$25.9K 0.01% 367
2023
Q3 		$393K Sell
2,772
-92,697
-97% -$13.8M 0.01% 382
2023
Q2 		$14.3M Buy
95,469
+93,342
+4,388% +$13.4M 0.23% 44
2023
Q1 		$308K Buy
+2,127
New +$311K 0.01% 391
2022
Q4 		– Sell
-1,816
Closed -$231K – 506
2022
Q3 		$231K Sell
1,816
-527
-22% -$74.3K 0.01% 424
2022
Q2 		$315K Sell
2,343
-261
-10% -$38.2K 0.01% 301
2022
Q1 		$411K Buy
2,604
+1,232
+90% +$192K 0.01% 297
2021
Q4 		$223K Buy
+1,372
New +$217K ﹤0.01% 356

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
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

Mather Group's RSP Position: Q1 2026 in Review

Mather Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.5% in Q1 2026, selling an estimated $117K and leaving 7,231 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #277.

Mather Group first reported a position in RSP in Q4 2021 and has held it in 17 quarters since. The position peaked at $14.3M in Q2 2023. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Mather Group held 7,231 shares of Invesco S&P 500 Equal Weight ETF worth $1.39M as of Q1 2026.
  • Mather Group sold 589 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $117K.
  • Invesco S&P 500 Equal Weight ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #277 holding.
  • Mather Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 17 quarters since.
  • Mather Group's Invesco S&P 500 Equal Weight ETF position peaked at $14.3M in Q2 2023.
  • 2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.