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

Mutual 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	$7.18M	Buy	37,406 +9,299	+33%	+$1.84M	0.15%	132
2025 Q4	$5.38M	Buy	28,107 +2,823	+11%	+$536K	0.12%	183
2025 Q3	$4.82M	Buy	25,284 +701	+3%	+$131K	0.11%	187
2025 Q2	$4.62M	Sell	24,583 -271	-1%	-$46.8K	0.12%	181
2025 Q1	$4.16M	Sell	24,854 -19,133	-43%	-$3.4M	0.12%	172
2024 Q4	$7.88M	Buy	43,987 +13,417	+44%	+$2.43M	0.23%	84
2024 Q3	$5.47M	Buy	30,570 +37	+0.1%	+$6.32K	0.16%	121
2024 Q2	$5.19M	Buy	30,533 +7,184	+31%	+$1.18M	0.16%	136
2024 Q1	$3.95M	Sell	23,349 -38,867	-62%	-$6.24M	0.13%	153
2023 Q4	$9.82M	Buy	62,216 +19,848	+47%	+$2.88M	0.34%	50
2023 Q3	$6M	Buy	42,368 +20,211	+91%	+$3.02M	0.23%	83
2023 Q2	$3.32M	Sell	22,157 -1,895	-8%	-$273K	0.13%	165
2023 Q1	$3.48M	Buy	24,052 +20,195	+524%	+$2.96M	0.14%	151
2022 Q4	$545K	Buy	3,857 +1,413	+58%	+$198K	0.02%	562
2022 Q3	$311K	Buy	2,444 +222	+10%	+$31.3K	0.02%	705
2022 Q2	$298K	Buy	2,222 +178	+9%	+$26K	0.02%	676
2022 Q1	$322K	Buy	2,044 +310	+18%	+$48.3K	0.02%	695
2021 Q4	$282K	Sell	1,734 -258	-13%	-$40.8K	0.01%	756
2021 Q3	$298K	Sell	1,992 -29,889	-94%	-$4.58M	0.02%	714
2021 Q2	$4.8M	Buy	31,881 +30,370	+2,010%	+$4.52M	0.28%	80
2021 Q1	$214K	Buy	+1,511	New	+$204K	0.01%	716

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

Mutual Advisors's RSP Position: Q1 2026 in Review

Mutual Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 33% in Q1 2026, buying an estimated $1.84M and bringing the position to 37,406 shares worth $7.18M. The position accounts for 0.15% of the portfolio, ranked #132.

Mutual Advisors first reported a position in RSP in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.82M in Q4 2023. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Mutual Advisors held 37,406 shares of Invesco S&P 500 Equal Weight ETF worth $7.18M as of Q1 2026.
Mutual Advisors bought 9,299 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $1.84M.
Invesco S&P 500 Equal Weight ETF made up 0.15% of Mutual Advisors's portfolio in Q1 2026, its #132 holding.
Mutual Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and has held it in 21 quarters since.
Mutual Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $9.82M in Q4 2023.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.