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

Muirfield 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	$14.6M	Sell	75,893 -1,105	-1%	-$219K	10.72%	1
2025 Q4	$14.7M	Sell	76,998 -1,487	-2%	-$282K	10.82%	1
2025 Q3	$14.9M	Buy	78,485 +1,073	+1%	+$200K	11.04%	1
2025 Q2	$14.1M	Buy	77,412 +36	+0%	+$6.21K	11.2%	1
2025 Q1	$13.4M	Sell	77,376 -617	-0.8%	-$110K	11.38%	1
2024 Q4	$13.7M	Sell	77,993 -987	-1%	-$178K	11.27%	1
2024 Q3	$14.2M	Buy	78,980 +1,009	+1%	+$172K	12.02%	1
2024 Q2	$12.8M	Buy	77,971 +3,178	+4%	+$523K	12.02%	1
2024 Q1	$12.7M	Buy	74,793 +3,110	+4%	+$499K	12.21%	1
2023 Q4	$11.3M	Buy	+71,683	New	+$10.4M	11.99%	1

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

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

Muirfield Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.4% in Q1 2026, selling an estimated $219K and leaving 75,893 shares worth $14.6M. The position accounts for 10.72% of the portfolio, ranked #1.

Muirfield Wealth Advisors first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.9M in Q3 2025. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Muirfield Wealth Advisors held 75,893 shares of Invesco S&P 500 Equal Weight ETF worth $14.6M as of Q1 2026.
Muirfield Wealth Advisors sold 1,105 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $219K.
Invesco S&P 500 Equal Weight ETF made up 10.72% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #1 holding.
Muirfield 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.
Muirfield Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $14.9M in Q3 2025.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

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