Moulton Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Moulton Wealth Management’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 Q2	–	Sell	-3,567	Closed	-$618K	–	40
2025 Q1	$618K	Sell	3,567 -1,173	-25%	-$209K	0.47%	29
2024 Q4	$831K	Sell	4,740 -644	-12%	-$116K	0.64%	28
2024 Q3	$961K	Sell	5,384 -3,515	-39%	-$600K	0.8%	25
2024 Q2	$1.46M	Buy	+8,899	New	+$1.46M	1.33%	17
2022 Q3	–	Sell	-9,794	Closed	-$1.55M	–	16
2022 Q2	$1.55M	Hold	9,794	–	–	1.61%	10
2022 Q1	$1.55M	Sell	9,794 -28,949	-75%	-$4.51M	1.61%	10
2021 Q4	$6.37M	Buy	38,743 +3,337	+9%	+$527K	4.66%	6
2021 Q3	$5.38M	Buy	35,406 +3,161	+10%	+$484K	4.01%	9
2021 Q2	$4.86M	Sell	32,245 -9,104	-22%	-$1.36M	3.55%	14
2021 Q1	$5.98M	Sell	41,349 -84,083	-67%	-$11.3M	4.51%	12
2020 Q4	$16.5M	Buy	+125,432	New	+$14.9M	13.25%	2

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moulton Wealth Management's RSP Position: Q2 2025 in Review

Moulton Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 3,567 shares — an estimated $618K sold.

Moulton Wealth Management first reported a position in RSP in Q4 2020 and held it in 11 quarters. The position peaked at $16.5M in Q4 2020. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

Moulton Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
Moulton Wealth Management sold 3,567 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $618K.
Moulton Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and held it in 11 quarters.
Moulton Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $16.5M in Q4 2020.
1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Moulton Wealth Management's 13F filing for Q2 2025, filed 8 Jul 2025.