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

New Insight 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	$9.21M	Sell	48,008 -3,890	-7%	-$771K	3.3%	5
2025 Q4	$9.94M	Sell	51,898 -3,352	-6%	-$636K	3.55%	5
2025 Q3	$10.5M	Sell	55,250 -8,467	-13%	-$1.58M	3.94%	7
2025 Q2	$11.6M	Sell	63,717 -3,255	-5%	-$562K	4.76%	5
2025 Q1	$11.6M	Buy	66,972 +12,607	+23%	+$2.24M	5.27%	5
2024 Q4	$9.53M	Buy	54,365 +19,072	+54%	+$3.45M	4.77%	6
2024 Q3	$6.32M	Buy	35,293 +10,743	+44%	+$1.84M	3.33%	9
2024 Q2	$4.03M	Sell	24,550 -645	-3%	-$106K	2.37%	13
2024 Q1	$4.27M	Sell	25,195 -1,096	-4%	-$176K	2.66%	12
2023 Q4	$4.15M	Buy	+26,291	New	+$3.82M	2.79%	12

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

New Insight Wealth Advisors's RSP Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.5% in Q1 2026, selling an estimated $771K and leaving 48,008 shares worth $9.21M. The position accounts for 3.3% of the portfolio, ranked #5.

New Insight Wealth Advisors first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.6M in Q1 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

New Insight Wealth Advisors held 48,008 shares of Invesco S&P 500 Equal Weight ETF worth $9.21M as of Q1 2026.
New Insight Wealth Advisors sold 3,890 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $771K.
Invesco S&P 500 Equal Weight ETF made up 3.3% of New Insight Wealth Advisors's portfolio in Q1 2026, its #5 holding.
New Insight 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.
New Insight Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $11.6M in Q1 2025.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.