Northstar Advisory Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Northstar Advisory 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
2026 Q1	–	Sell	-4,759	Closed	-$912K	–	132
2025 Q4	$912K	Buy	+4,759	New	+$903K	0.32%	62
2025 Q2	–	Sell	-9,728	Closed	-$1.69M	–	110
2025 Q1	$1.69M	Buy	+9,728	New	+$1.73M	1.1%	32

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 $2.26B AUM 7.02% 1-Year Est. Return

Northstar Advisory Group's RSP Position: Q1 2026 in Review

Northstar Advisory Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 4,759 shares — an estimated $912K sold.

Northstar Advisory Group first reported a position in RSP in Q1 2025 and held it in 2 quarters. The position peaked at $1.69M in Q1 2025. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Northstar Advisory Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
Northstar Advisory Group sold 4,759 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $912K.
Northstar Advisory Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and held it in 2 quarters.
Northstar Advisory Group's Invesco S&P 500 Equal Weight ETF position peaked at $1.69M in Q1 2025.
2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Northstar Advisory Group's 13F filing for Q1 2026, filed 8 Apr 2026.