MMA Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

MMA Asset Management’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	$985K	Buy	5,131 +458	+10%	+$90.8K	0.35%	60
2025 Q4	$895K	Sell	4,673 -87	-2%	-$16.5K	0.32%	65
2025 Q3	$903K	Buy	4,760 +305	+7%	+$56.8K	0.3%	68
2025 Q2	$810K	Buy	4,455 +88	+2%	+$15.2K	0.31%	67
2025 Q1	$756K	Buy	+4,367	New	+$777K	0.32%	56

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

MMA Asset Management's RSP Position: Q1 2026 in Review

MMA Asset Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 9.8% in Q1 2026, buying an estimated $90.8K and bringing the position to 5,131 shares worth $985K. The position accounts for 0.35% of the portfolio, ranked #60.

MMA Asset Management first reported a position in RSP in Q1 2025 and has held it in 5 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

MMA Asset Management held 5,131 shares of Invesco S&P 500 Equal Weight ETF worth $985K as of Q1 2026.
MMA Asset Management bought 458 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $90.8K.
Invesco S&P 500 Equal Weight ETF made up 0.35% of MMA Asset Management's portfolio in Q1 2026, its #60 holding.
MMA Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 5 quarters since.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.