Merkkuri Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Merkkuri Wealth Advisors’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	$2.28M	Buy	11,865 +54	+0.5%	+$10.7K	1.51%	20
2025 Q4	$2.26M	Sell	11,811 -3,281	-22%	-$623K	1.54%	18
2025 Q3	$2.86M	Sell	15,092 -2,687	-15%	-$501K	2.08%	12
2025 Q2	$3.23M	Sell	17,779 -952	-5%	-$164K	2.45%	11
2025 Q1	$3.24M	Sell	18,731 -3,101	-14%	-$551K	2.78%	10
2024 Q4	$3.83M	Sell	21,832 -513	-2%	-$92.8K	3.03%	10
2024 Q3	$4M	Sell	22,345 -299	-1%	-$51.1K	3.16%	9
2024 Q2	$3.72M	Buy	+22,644	New	+$3.72M	3.42%	8

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 $2.7B AUM 6.73% 1-Year Est. Return

Merkkuri Wealth Advisors's RSP Position: Q1 2026 in Review

Merkkuri Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.46% in Q1 2026, buying an estimated $10.7K and bringing the position to 11,865 shares worth $2.28M. The position accounts for 1.51% of the portfolio, ranked #20.

Merkkuri Wealth Advisors first reported a position in RSP in Q2 2024 and has held it in 8 quarters since. The position peaked at $4M in Q3 2024. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Merkkuri Wealth Advisors held 11,865 shares of Invesco S&P 500 Equal Weight ETF worth $2.28M as of Q1 2026.
Merkkuri Wealth Advisors bought 54 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $10.7K.
Invesco S&P 500 Equal Weight ETF made up 1.51% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #20 holding.
Merkkuri Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $4M in Q3 2024.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.