MPWM Advisory Solutions’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

MPWM Advisory Solutions’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	$402K	Buy	2,096 +901	+75%	+$179K	0.21%	68
2025 Q4	$229K	Buy	1,195 +530	+80%	+$101K	0.13%	82
2025 Q3	$126K	Buy	665 +136	+26%	+$25.3K	0.08%	103
2025 Q2	$96.1K	Sell	529 -1,557	-75%	-$269K	0.06%	111
2025 Q1	$361K	Buy	2,086 +1,367	+190%	+$243K	0.26%	49
2024 Q4	$126K	Buy	+719	New	+$130K	0.09%	90

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 $2.7B AUM 6.73% 1-Year Est. Return

MPWM Advisory Solutions's RSP Position: Q1 2026 in Review

MPWM Advisory Solutions increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 75% in Q1 2026, buying an estimated $179K and bringing the position to 2,096 shares worth $402K. The position accounts for 0.21% of the portfolio, ranked #68.

MPWM Advisory Solutions first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

MPWM Advisory Solutions held 2,096 shares of Invesco S&P 500 Equal Weight ETF worth $402K as of Q1 2026.
MPWM Advisory Solutions bought 901 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $179K.
Invesco S&P 500 Equal Weight ETF made up 0.21% of MPWM Advisory Solutions's portfolio in Q1 2026, its #68 holding.
MPWM Advisory Solutions first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.