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Moneta Group Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Moneta Group Investment 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 		$3.8M Sell
19,780
-2,393
-11% -$474K 0.03% 197
2025
Q4 		$4.25M Buy
22,173
+301
+1% +$57.1K 0.03% 182
2025
Q3 		$4.15M Buy
21,872
+2,005
+10% +$374K 0.03% 177
2025
Q2 		$3.61M Sell
19,867
-2,918
-13% -$504K 0.04% 160
2025
Q1 		$3.95M Sell
22,785
-464
-2% -$82.5K 0.05% 149
2024
Q4 		$4.07M Buy
23,249
+6,486
+39% +$1.17M 0.06% 145
2024
Q3 		$3M Sell
16,763
-1,063
-6% -$182K 0.04% 160
2024
Q2 		$2.93M Buy
17,826
+297
+2% +$48.9K 0.05% 159
2024
Q1 		$2.97M Buy
17,529
+535
+3% +$85.9K 0.05% 156
2023
Q4 		$2.68M Sell
16,994
-567
-3% -$82.4K 0.05% 151
2023
Q3 		$2.49M Sell
17,561
-2,334
-12% -$349K 0.06% 146
2023
Q2 		$2.98M Buy
19,895
+1,835
+10% +$264K 0.07% 142
2023
Q1 		$2.61M Buy
18,060
+11,205
+163% +$1.64M 0.06% 142
2022
Q4 		$1.04M Sell
6,855
-727
-10% -$102K 0.03% 201
2022
Q3 		$965K Sell
7,582
-650
-8% -$91.7K 0.04% 194
2022
Q2 		$1.1M Buy
8,232
+420
+5% +$61.4K 0.04% 196
2022
Q1 		$1.23M Buy
7,812
+248
+3% +$38.7K 0.05% 179
2021
Q4 		$1.23M Buy
7,564
+983
+15% +$155K 0.05% 182
2021
Q3 		$986K Sell
6,581
-438
-6% -$67.1K 0.05% 197
2021
Q2 		$1.06M Buy
7,019
+101
+1% +$15K 0.05% 191
2021
Q1 		$980K Buy
6,918
+3,515
+103% +$474K 0.05% 179
2020
Q4 		$434K Buy
3,403
+18
+0.5% +$2.14K 0.03% 213
2020
Q3 		$366K Sell
3,385
-5
-0.1% -$540 0.03% 202
2020
Q2 		$345K Sell
3,390
-2
-0.1% -$193 0.03% 201
2020
Q1 		$285K Buy
+3,392
New +$360K 0.03% 204

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
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

Moneta Group Investment Advisors's RSP Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q1 2026, selling an estimated $474K and leaving 19,780 shares worth $3.8M. The position accounts for 0.03% of the portfolio, ranked #197.

Moneta Group Investment Advisors first reported a position in RSP in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.25M in Q4 2025. 2,215 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Moneta Group Investment Advisors held 19,780 shares of Invesco S&P 500 Equal Weight ETF worth $3.8M as of Q1 2026.
  • Moneta Group Investment Advisors sold 2,393 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $474K.
  • Invesco S&P 500 Equal Weight ETF made up 0.03% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #197 holding.
  • Moneta Group Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2020 and has held it in 25 quarters since.
  • Moneta Group Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $4.25M in Q4 2025.
  • 2,215 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.