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

MN 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
2025 Q4	–	Sell	-1,062	Closed	-$201K	–	129
2025 Q3	$201K	Sell	1,062 -4,881	-82%	-$910K	0.11%	113
2025 Q2	$1.08M	Sell	5,943 -1,549	-21%	-$267K	0.63%	37
2025 Q1	$1.3M	Sell	7,492 -716	-9%	-$127K	0.76%	33
2024 Q4	$1.44M	Buy	8,208 +1,806	+28%	+$327K	0.81%	31
2024 Q3	$1.15M	Buy	6,402 +284	+5%	+$48.5K	0.65%	35
2024 Q2	$1.01M	Sell	6,118 -1,906	-24%	-$314K	0.58%	39
2024 Q1	$1.36M	Buy	+8,024	New	+$1.29M	0.84%	27

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

MN Wealth Advisors's RSP Position: Q4 2025 in Review

MN Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2025, closing a stake of 1,062 shares — an estimated $201K sold.

MN Wealth Advisors first reported a position in RSP in Q1 2024 and held it in 7 quarters. The position peaked at $1.44M in Q4 2024. 2,132 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

MN Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
MN Wealth Advisors sold 1,062 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $201K.
MN Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and held it in 7 quarters.
MN Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1.44M in Q4 2024.
2,132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on MN Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.