Meridian Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.51M | Buy |
18,293
+4,932
| +37% | +$977K | 0.12% | 157 |
|
|
2025
Q4 | $2.56M | Buy |
13,361
+236
| +2% | +$44.8K | 0.09% | 194 |
|
|
2025
Q3 | $2.49M | Buy |
13,125
+722
| +6% | +$135K | 0.1% | 187 |
|
|
2025
Q2 | $2.25M | Buy |
12,403
+569
| +5% | +$98.2K | 0.1% | 187 |
|
|
2025
Q1 | $2.05M | Sell |
11,834
-1,012
| -8% | -$180K | 0.1% | 181 |
|
|
2024
Q4 | $2.25M | Sell |
12,846
-2,811
| -18% | -$508K | 0.11% | 175 |
|
|
2024
Q3 | $2.81M | Buy |
15,657
+2,501
| +19% | +$427K | 0.14% | 154 |
|
|
2024
Q2 | $2.16M | Buy |
+13,156
| New | +$2.16M | 0.26% | 75 |
|
|
2024
Q1 | – | Sell |
-11,096
| Closed | -$1.75M | – | 440 |
|
|
2023
Q4 | $1.75M | Buy |
11,096
+171
| +2% | +$24.8K | 0.11% | 179 |
|
|
2023
Q3 | $1.55M | Buy |
10,925
+13
| +0.1% | +$1.94K | 0.09% | 181 |
|
|
2023
Q2 | $1.63M | Sell |
10,912
-1,716
| -14% | -$247K | 0.14% | 139 |
|
|
2023
Q1 | $1.83M | Buy |
12,628
+953
| +8% | +$140K | 0.16% | 136 |
|
|
2022
Q4 | $1.65M | Buy |
11,675
+875
| +8% | +$122K | 0.16% | 134 |
|
|
2022
Q3 | $1.38M | Sell |
10,800
-628
| -5% | -$88.6K | 0.15% | 146 |
|
|
2022
Q2 | $1.53M | Buy |
11,428
+2,069
| +22% | +$303K | 0.13% | 179 |
|
|
2022
Q1 | $1.48M | Sell |
9,359
-867
| -8% | -$135K | 0.16% | 115 |
|
|
2021
Q4 | $1.66M | Sell |
10,226
-858
| -8% | -$136K | 0.18% | 108 |
|
|
2021
Q3 | $1.66M | Sell |
11,084
-501
| -4% | -$76.7K | 0.2% | 97 |
|
|
2021
Q2 | $1.75M | Buy |
11,585
+746
| +7% | +$111K | 0.22% | 88 |
|
|
2021
Q1 | $1.53M | Buy |
10,839
+1,379
| +15% | +$186K | 0.22% | 88 |
|
|
2020
Q4 | $1.21M | Sell |
9,460
-75
| -0.8% | -$8.92K | 0.19% | 100 |
|
|
2020
Q3 | $1.03M | Buy |
9,535
+43
| +0.5% | +$4.64K | 0.25% | 79 |
|
|
2020
Q2 | $965K | Sell |
9,492
-455
| -5% | -$43.9K | 0.32% | 69 |
|
|
2020
Q1 | $835K | Buy |
9,947
+249
| +3% | +$26.5K | 0.37% | 56 |
|
|
2019
Q4 | $1.12M | Buy |
9,698
+107
| +1% | +$11.9K | 0.54% | 36 |
|
|
2019
Q3 | $1.04M | Sell |
9,591
-101
| -1% | -$10.8K | 0.49% | 36 |
|
|
2019
Q2 | $10.4K | Buy |
9,692
+102
| +1% | +$10.8K | 0.42% | 38 |
|
|
2019
Q1 | $1M | Buy |
9,590
+320
| +3% | +$32.3K | 0.46% | 44 |
|
|
2018
Q4 | $847K | Sell |
9,270
-31
| -0.3% | -$3.07K | 0.5% | 47 |
|
|
2018
Q3 | $993K | Buy |
9,301
+156
| +2% | +$16.5K | 0.43% | 41 |
|
|
2018
Q2 | $932K | Buy |
9,145
+369
| +4% | +$37.4K | 0.44% | 37 |
|
|
2018
Q1 | $854K | Buy |
8,776
+182
| +2% | +$18.6K | 0.43% | 46 |
|
|
2017
Q4 | $821K | Hold |
8,594
| – | – | 0.51% | 44 |
|
|
2017
Q3 | $821K | Sell |
8,594
-223
| -3% | -$20.9K | 0.52% | 42 |
|
|
2017
Q2 | $817K | Sell |
8,817
-91
| -1% | -$8.35K | 0.52% | 37 |
|
|
2017
Q1 | $809K | Buy |
+8,908
| New | +$799K | 0.48% | 47 |
|
Other funds holding RSP
TPSF
Meridian Wealth Management's RSP Position: Q1 2026 in Review
Meridian Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 37% in Q1 2026, buying an estimated $977K and bringing the position to 18,293 shares worth $3.51M. The position accounts for 0.12% of the portfolio, ranked #157.
Meridian Wealth Management first reported a position in RSP in Q1 2017 and has held it in 36 quarters since. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.
- Meridian Wealth Management held 18,293 shares of Invesco S&P 500 Equal Weight ETF worth $3.51M as of Q1 2026.
- Meridian Wealth Management bought 4,932 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $977K.
- Invesco S&P 500 Equal Weight ETF made up 0.12% of Meridian Wealth Management's portfolio in Q1 2026, its #157 holding.
- Meridian Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2017 and has held it in 36 quarters since.
- 2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.