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

Monograph 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	$473K	Hold	2,465	–	–	0.04%	96
2025 Q4	$472K	Hold	2,465	–	–	0.05%	92
2025 Q3	$468K	Hold	2,465	–	–	0.05%	95
2025 Q2	$448K	Hold	2,465	–	–	0.06%	84
2025 Q1	$427K	Hold	2,465	–	–	0.06%	77
2024 Q4	$432K	Hold	2,465	–	–	0.06%	77
2024 Q3	$442K	Hold	2,465	–	–	0.06%	78
2024 Q2	$405K	Sell	2,465 -1,231	-33%	-$202K	0.06%	76
2024 Q1	$626K	Hold	3,696	–	–	0.09%	81
2023 Q4	$583K	Sell	3,696 -295	-7%	-$42.9K	0.1%	49
2023 Q3	$565K	Hold	3,991	–	–	0.11%	63
2023 Q2	$597K	Hold	3,991	–	–	0.13%	42
2023 Q1	$577K	Hold	3,991	–	–	0.14%	40
2022 Q4	$564K	Hold	3,991	–	–	0.15%	44
2022 Q3	$508K	Hold	3,991	–	–	0.17%	39
2022 Q2	$536K	Hold	3,991	–	–	0.16%	39
2022 Q1	$629K	Hold	3,991	–	–	0.16%	42
2021 Q4	$649K	Buy	+3,991	New	+$631K	0.16%	41

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

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

Monograph Wealth Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 2,465 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #96.

Monograph Wealth Advisors first reported a position in RSP in Q4 2021 and has held it in 18 quarters since. The position peaked at $649K in Q4 2021. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Monograph Wealth Advisors held 2,465 shares of Invesco S&P 500 Equal Weight ETF worth $473K as of Q1 2026.
Monograph Wealth Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Monograph Wealth Advisors's portfolio in Q1 2026, its #96 holding.
Monograph Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 18 quarters since.
Monograph Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $649K in Q4 2021.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.