Northwest Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Northwest Financial Advisors’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	$204K	Buy	1,062 +2	+0.2%	+$396	0.39%	65
2025 Q4	$203K	Sell	1,060 -4,174	-80%	-$792K	0.42%	65
2025 Q3	$993K	Buy	5,234 +122	+2%	+$22.7K	1.28%	23
2025 Q2	$929K	Sell	5,112 -249	-5%	-$43K	1.3%	21
2025 Q1	$929K	Buy	5,361 +14	+0.3%	+$2.49K	0.77%	33
2024 Q4	$937K	Buy	5,347 +262	+5%	+$47.4K	0.77%	32
2024 Q3	$911K	Buy	5,085 +1,035	+26%	+$177K	0.73%	29
2024 Q2	$665K	Buy	4,050 +14	+0.3%	+$2.3K	0.68%	35
2024 Q1	$683K	Buy	4,036 +640	+19%	+$103K	0.75%	32
2023 Q4	$536K	Buy	+3,396	New	+$493K	0.46%	42

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

Northwest Financial Advisors's RSP Position: Q1 2026 in Review

Northwest Financial Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.19% in Q1 2026, buying an estimated $396 and bringing the position to 1,062 shares worth $204K. The position accounts for 0.39% of the portfolio, ranked #65.

Northwest Financial Advisors first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $993K in Q3 2025. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Northwest Financial Advisors held 1,062 shares of Invesco S&P 500 Equal Weight ETF worth $204K as of Q1 2026.
Northwest Financial Advisors bought 2 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $396.
Invesco S&P 500 Equal Weight ETF made up 0.39% of Northwest Financial Advisors's portfolio in Q1 2026, its #65 holding.
Northwest Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
Northwest Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $993K in Q3 2025.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.