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

Northwest Capital Management’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	–	Sell	-12	Closed	-$2.07K	–	348
2025 Q1	$2.11K	Hold	12	–	–	﹤0.01%	397
2024 Q4	$2.13K	Hold	12	–	–	﹤0.01%	391
2024 Q3	$2.17K	Hold	12	–	–	﹤0.01%	406
2024 Q2	$1.98K	Buy	+12	New	+$1.97K	﹤0.01%	407

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 $2.26B AUM 7.02% 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

Northwest Capital Management's RSP Position: Q2 2025 in Review

Northwest Capital Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 12 shares — an estimated $2.07K sold.

Northwest Capital Management first reported a position in RSP in Q2 2024 and held it in 4 quarters. The position peaked at $2.17K in Q3 2024. 1,951 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

Northwest Capital Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
Northwest Capital Management sold 12 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $2.07K.
Northwest Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and held it in 4 quarters.
Northwest Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $2.17K in Q3 2024.
1,951 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.