Nalls Sherbakoff Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Nalls Sherbakoff 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
2025 Q4	$28.7K	Hold	150	–	–	0.02%	252
2025 Q3	$28.5K	Hold	150	–	–	0.02%	252
2025 Q2	$27.3K	Hold	150	–	–	0.02%	255
2025 Q1	$26K	Buy	+150	New	+$26.7K	0.02%	228
2023 Q4	$43.2K	Hold	274	–	–	0.04%	177
2023 Q3	$38.8K	Hold	274	–	–	0.04%	172
2023 Q2	$38.3K	Hold	274	–	–	0.04%	176
2023 Q1	$39.1K	Buy	+274	New	+$40.1K	0.04%	182
2018 Q4	$96K	Buy	+1,048	New	+$104K	0.15%	79

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

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

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 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

TPSF

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

Nalls Sherbakoff Group's RSP Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q4 2025 at 150 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #252.

Nalls Sherbakoff Group first reported a position in RSP in Q4 2018 and has held it in 9 quarters since. The position peaked at $96K in Q4 2018. 2,125 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

Nalls Sherbakoff Group held 150 shares of Invesco S&P 500 Equal Weight ETF worth $28.7K as of Q4 2025.
Nalls Sherbakoff Group left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q4 2025.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #252 holding.
Nalls Sherbakoff Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Invesco S&P 500 Equal Weight ETF position peaked at $96K in Q4 2018.
2,125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.