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

Moss Adams 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	$2.3M	Sell	11,962 -35,857	-75%	-$7.11M	0.17%	45
2025 Q4	$9.16M	Sell	47,819 -61	-0.1%	-$11.6K	0.66%	20
2025 Q3	$9.08M	Sell	47,880 -120	-0.3%	-$22.4K	0.71%	19
2025 Q2	$8.72M	Sell	48,000 -165	-0.3%	-$28.5K	0.79%	17
2025 Q1	$8.34M	Sell	48,165 -1,736	-3%	-$309K	0.88%	15
2024 Q4	$8.74M	Sell	49,901 -1,646	-3%	-$298K	0.92%	15
2024 Q3	$9.24M	Sell	51,547 -129	-0.2%	-$22K	1.01%	14
2024 Q2	$8.49M	Sell	51,676 -109	-0.2%	-$17.9K	1.17%	13
2024 Q1	$8.77M	Sell	51,785 -8,392	-14%	-$1.35M	1.41%	11
2023 Q4	$9.5M	Sell	60,177 -133	-0.2%	-$19.3K	1.98%	11
2023 Q3	$8.55M	Buy	60,310 +51	+0.1%	+$7.62K	2.92%	7
2023 Q2	$9.02M	Sell	60,259 -819	-1%	-$118K	2.94%	6
2023 Q1	$8.83M	Sell	61,078 -751	-1%	-$110K	3.01%	6
2022 Q4	$8.73M	Buy	+61,829	New	+$8.65M	4.37%	5

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

Moss Adams Wealth Advisors's RSP Position: Q1 2026 in Review

Moss Adams Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 75% in Q1 2026, selling an estimated $7.11M and leaving 11,962 shares worth $2.3M. The position accounts for 0.17% of the portfolio, ranked #45.

Moss Adams Wealth Advisors first reported a position in RSP in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.5M in Q4 2023. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Moss Adams Wealth Advisors held 11,962 shares of Invesco S&P 500 Equal Weight ETF worth $2.3M as of Q1 2026.
Moss Adams Wealth Advisors sold 35,857 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $7.11M.
Invesco S&P 500 Equal Weight ETF made up 0.17% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #45 holding.
Moss Adams Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 14 quarters since.
Moss Adams Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $9.5M in Q4 2023.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.