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Mustico Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Mustico Financial Group’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 		$30.3M Buy
150,973
+2,658
+2% +$527K 21.19% 1
2025
Q4 		$29.2M Buy
148,315
+1,410
+1% +$268K 22.53% 1
2025
Q3 		$24.6M Sell
146,905
-1,498
-1% -$279K 24.96% 1
2025
Q2 		$27.2M Buy
+148,403
New +$25.6M 25.09% 1

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
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

Mustico Financial Group's RSP Position: Q1 2026 in Review

Mustico Financial Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.8% in Q1 2026, buying an estimated $527K and bringing the position to 150,973 shares worth $30.3M. The position accounts for 21.19% of the portfolio, ranked #1.

Mustico Financial Group first reported a position in RSP in Q2 2025 and has held it in 4 quarters since. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Mustico Financial Group held 150,973 shares of Invesco S&P 500 Equal Weight ETF worth $30.3M as of Q1 2026.
  • Mustico Financial Group bought 2,658 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $527K.
  • Invesco S&P 500 Equal Weight ETF made up 21.19% of Mustico Financial Group's portfolio in Q1 2026, its #1 holding.
  • Mustico Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Mustico Financial Group's 13F filing for Q1 2026, filed 15 May 2026.