MGO Private Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

MGO Private Wealth’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	–	Sell	-5,643	Closed	-$1.08M	–	51
2025 Q4	$1.08M	Sell	5,643 -292	-5%	-$55.4K	0.67%	29
2025 Q3	$1.13M	Sell	5,935 -215	-3%	-$40.1K	0.68%	31
2025 Q2	$1.12M	Sell	6,150 -7,781	-56%	-$1.34M	0.72%	32
2025 Q1	$2.41M	Buy	13,931 +7,187	+107%	+$1.28M	1.7%	16
2024 Q4	$1.18M	Buy	+6,744	New	+$1.22M	0.84%	26
2022 Q4	–	Sell	-6,755	Closed	-$860K	–	144
2022 Q3	$860K	Buy	+6,755	New	+$953K	0.41%	48

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

MGO Private Wealth's RSP Position: Q1 2026 in Review

MGO Private Wealth sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 5,643 shares — an estimated $1.08M sold.

MGO Private Wealth first reported a position in RSP in Q3 2022 and held it in 6 quarters. The position peaked at $2.41M in Q1 2025. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

MGO Private Wealth reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
MGO Private Wealth sold 5,643 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $1.08M.
MGO Private Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2022 and held it in 6 quarters.
MGO Private Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $2.41M in Q1 2025.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.