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NFP Retirement Inc’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

NFP Retirement Inc’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 		$966K Hold
5,036
– – 0.06% 142
2025
Q4 		$965K Buy
5,036
+12
+0.2% +$2.28K 0.06% 138
2025
Q3 		$953K Sell
5,024
-6
-0.1% -$1.12K 0.06% 137
2025
Q2 		$914K Sell
5,030
-8
-0.2% -$1.38K 0.06% 145
2025
Q1 		$873K Buy
5,038
+309
+7% +$54.9K 0.07% 129
2024
Q4 		$829K Sell
4,729
-19
-0.4% -$3.44K 0.07% 138
2024
Q3 		$851K Sell
4,748
-100
-2% -$17.1K 0.07% 134
2024
Q2 		$796K Sell
4,848
-139
-3% -$22.9K 0.07% 138
2024
Q1 		$845K Sell
4,987
-600
-11% -$96.3K 0.07% 128
2023
Q4 		$882K Buy
5,587
+801
+17% +$116K 0.15% 105
2023
Q3 		$678K Hold
4,786
– – 0.13% 118
2023
Q2 		$716K Sell
4,786
-50
-1% -$7.2K 0.13% 115
2023
Q1 		$699K Sell
4,836
-175
-3% -$25.6K 0.14% 122
2022
Q4 		$708K Hold
5,011
– – 0.16% 115
2022
Q3 		$638K Sell
5,011
-1,240
-20% -$175K 0.16% 112
2022
Q2 		$839K Sell
6,251
-100
-2% -$14.6K 0.21% 89
2022
Q1 		$1M Buy
+6,351
New +$990K 0.24% 83

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 $2.7B AUM 6.73% 1-Year Est. Return

NFP Retirement Inc's RSP Position: Q1 2026 in Review

NFP Retirement Inc held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 5,036 shares worth $966K. The position accounts for 0.06% of the portfolio, ranked #142.

NFP Retirement Inc first reported a position in RSP in Q1 2022 and has held it in 17 quarters since. The position peaked at $1M in Q1 2022. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • NFP Retirement Inc held 5,036 shares of Invesco S&P 500 Equal Weight ETF worth $966K as of Q1 2026.
  • NFP Retirement Inc left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.06% of NFP Retirement Inc's portfolio in Q1 2026, its #142 holding.
  • NFP Retirement Inc first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 17 quarters since.
  • NFP Retirement Inc's Invesco S&P 500 Equal Weight ETF position peaked at $1M in Q1 2022.
  • 2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.