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

Monument Group 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	$291K	Hold	1,517	–	–	0.16%	29
2025 Q4	$291K	Hold	1,517	–	–	0.16%	34
2025 Q3	$288K	Hold	1,517	–	–	0.17%	33
2025 Q2	$276K	Buy	1,517 +6	+0.4%	+$1.04K	0.17%	40
2025 Q1	$262K	Buy	1,511 +7	+0.5%	+$1.25K	0.18%	39
2024 Q4	$264K	Buy	1,504 +5	+0.3%	+$904	0.19%	40
2024 Q3	$269K	Buy	1,499 +5	+0.3%	+$854	0.16%	42
2024 Q2	$245K	Buy	1,494 +6	+0.4%	+$987	0.17%	41
2024 Q1	$252K	Buy	1,488 +7	+0.5%	+$1.12K	0.19%	41
2023 Q4	$234K	Buy	+1,481	New	+$215K	0.2%	40

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

Monument Group Wealth Advisors's RSP Position: Q1 2026 in Review

Monument Group Wealth Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 1,517 shares worth $291K. The position accounts for 0.16% of the portfolio, ranked #29.

Monument Group Wealth Advisors first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Monument Group Wealth Advisors held 1,517 shares of Invesco S&P 500 Equal Weight ETF worth $291K as of Q1 2026.
Monument Group 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 0.16% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #29 holding.
Monument Group Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.