NewSquare Capital’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

NewSquare Capital’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 Q2	–	Hold	0	–	–	–	1281
2024 Q3	–	Sell	-141	Closed	-$23.2K	–	378
2024 Q2	$23.2K	Buy	141 +85	+152%	+$14K	﹤0.01%	184
2024 Q1	$9.48K	Hold	56	–	–	﹤0.01%	253
2023 Q4	$8.84K	Hold	56	–	–	﹤0.01%	283
2023 Q3	$7.93K	Sell	56 -68	-55%	-$10.2K	﹤0.01%	325
2023 Q2	$18.6K	Sell	124 -421	-77%	-$60.6K	﹤0.01%	259
2023 Q1	$78.8K	Buy	545 +335	+160%	+$49.1K	0.01%	174
2022 Q4	$29.7K	Buy	+210	New	+$29.4K	﹤0.01%	193
2020 Q4	–	Sell	-535	Closed	-$58K	–	367
2020 Q3	$58K	Buy	+535	New	+$57.7K	0.01%	162
2019 Q3	–	Sell	-25	Closed	-$3K	–	334
2019 Q2	$3K	Hold	25	–	–	﹤0.01%	317
2019 Q1	$3K	Buy	+25	New	+$2.52K	﹤0.01%	296

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

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

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NewSquare Capital's RSP Position: Q2 2025 in Review

NewSquare Capital held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2025 at 0 shares worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

NewSquare Capital first reported a position in RSP in Q1 2019 and has held it in 10 quarters since. The position peaked at $78.8K in Q1 2023. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

NewSquare Capital held 0 shares of Invesco S&P 500 Equal Weight ETF worth $54 as of Q2 2025.
NewSquare Capital left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2025.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of NewSquare Capital's portfolio in Q2 2025, its #1281 holding.
NewSquare Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2019 and has held it in 10 quarters since.
NewSquare Capital's Invesco S&P 500 Equal Weight ETF position peaked at $78.8K in Q1 2023.
1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.