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McKinley Carter Wealth Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

McKinley Carter Wealth Services’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 		$1.52M Sell
7,944
-59
-0.7% -$11.7K 0.09% 142
2025
Q4 		$1.53M Sell
8,003
-265
-3% -$50.3K 0.09% 145
2025
Q3 		$1.57M Sell
8,268
-5
-0.1% -$932 0.08% 136
2025
Q2 		$1.5M Sell
8,273
-459
-5% -$79.2K 0.08% 136
2025
Q1 		$1.51M Sell
8,732
-47
-0.5% -$8.36K 0.09% 134
2024
Q4 		$1.54M Sell
8,779
-87
-1% -$15.7K 0.09% 134
2024
Q3 		$1.59M Sell
8,866
-759
-8% -$130K 0.1% 133
2024
Q2 		$1.58M Hold
9,625
– – 0.1% 130
2024
Q1 		$1.63M Sell
9,625
-139
-1% -$22.3K 0.11% 127
2023
Q4 		$1.54M Sell
9,764
-306
-3% -$44.5K 0.11% 119
2023
Q3 		$1.43M Sell
10,070
-527
-5% -$78.7K 0.11% 126
2023
Q2 		$1.59M Sell
10,597
-337
-3% -$48.5K 0.12% 120
2023
Q1 		$1.58M Buy
10,934
+64
+0.6% +$9.37K 0.12% 115
2022
Q4 		$1.54M Hold
10,870
– – 0.13% 115
2022
Q3 		$1.38M Sell
10,870
-534
-5% -$75.3K 0.13% 110
2022
Q2 		$1.53M Sell
11,404
-463
-4% -$67.7K 0.14% 110
2022
Q1 		$1.87M Sell
11,867
-41
-0.3% -$6.39K 0.15% 105
2021
Q4 		$1.94M Sell
11,908
-747
-6% -$118K 0.14% 107
2021
Q3 		$1.9M Sell
12,655
-1,065
-8% -$163K 0.16% 104
2021
Q2 		$2.07M Sell
13,720
-1,813
-12% -$270K 0.17% 99
2021
Q1 		$2.2M Sell
15,533
-2,072
-12% -$280K 0.19% 100
2020
Q4 		$2.25M Buy
+17,605
New +$2.09M 0.29% 82
2014
Q4 		– Sell
-3,036
Closed -$230K – 100
2014
Q3 		$230K Hold
3,036
– – 0.22% 83
2014
Q2 		$233K Hold
3,036
– – 0.25% 79
2014
Q1 		$222K Buy
3,036
+150
+5% +$10.7K 0.24% 86
2013
Q4 		$206K Buy
+2,886
New +$197K 0.2% 110

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

McKinley Carter Wealth Services's RSP Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.74% in Q1 2026, selling an estimated $11.7K and leaving 7,944 shares worth $1.52M. The position accounts for 0.09% of the portfolio, ranked #142.

McKinley Carter Wealth Services first reported a position in RSP in Q4 2013 and has held it in 26 quarters since. The position peaked at $2.25M in Q4 2020. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • McKinley Carter Wealth Services held 7,944 shares of Invesco S&P 500 Equal Weight ETF worth $1.52M as of Q1 2026.
  • McKinley Carter Wealth Services sold 59 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $11.7K.
  • Invesco S&P 500 Equal Weight ETF made up 0.09% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #142 holding.
  • McKinley Carter Wealth Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2013 and has held it in 26 quarters since.
  • McKinley Carter Wealth Services's Invesco S&P 500 Equal Weight ETF position peaked at $2.25M in Q4 2020.
  • 2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.