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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
Q2 		$1.72M Buy
8,090
+3,054
+61% +$625K 0.09% 115
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 $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

NFP Retirement Inc's RSP Position: Q2 2026 in Review

NFP Retirement Inc increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 61% in Q2 2026, buying an estimated $625K and bringing the position to 8,090 shares worth $1.72M. The position accounts for 0.09% of the portfolio, ranked #115.

NFP Retirement Inc first reported a position in RSP in Q1 2022 and has held it in 18 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • NFP Retirement Inc held 8,090 shares of Invesco S&P 500 Equal Weight ETF worth $1.72M as of Q2 2026.
  • NFP Retirement Inc bought 3,054 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $625K.
  • Invesco S&P 500 Equal Weight ETF made up 0.09% of NFP Retirement Inc's portfolio in Q2 2026, its #115 holding.
  • NFP Retirement Inc first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.