Northwest Wealth Management
RSP icon

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

Northwest Wealth 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
2026
Q3 		$415K Buy
1,996
+1
+0.1% +$216 0.05% 157
2026
Q2 		$424K Sell
1,995
-217
-10% -$44.4K 0.06% 152
2026
Q1 		$424K Buy
2,212
+2
+0.1% +$396 0.06% 140
2025
Q4 		$423K Sell
2,210
-1,058
-32% -$201K 0.07% 139
2025
Q3 		$620K Buy
3,268
+130
+4% +$24.2K 0.1% 98
2025
Q2 		$570K Sell
3,138
-12
-0.4% -$2.07K 0.1% 100
2025
Q1 		$546K Sell
3,150
-498
-14% -$88.6K 0.11% 92
2024
Q4 		$639K Sell
3,648
-1,025
-22% -$185K 0.14% 87
2024
Q3 		$837K Sell
4,673
-163
-3% -$27.8K 0.2% 77
2024
Q2 		$794K Sell
4,836
-468
-9% -$77K 0.21% 78
2024
Q1 		$898K Sell
5,304
-567
-10% -$91K 0.25% 72
2023
Q4 		$926K Sell
5,871
-396
-6% -$57.5K 0.28% 67
2023
Q3 		$888K Sell
6,267
-545
-8% -$81.4K 0.32% 65
2023
Q2 		$1.02M Sell
6,812
-1,243
-15% -$179K 0.37% 63
2023
Q1 		$1.16M Sell
8,055
-224
-3% -$32.8K 0.44% 59
2022
Q4 		$1.17M Sell
8,279
-102
-1% -$14.3K 0.5% 53
2022
Q3 		$1.07M Sell
8,381
-337
-4% -$47.5K 0.47% 55
2022
Q2 		$1.17M Buy
8,718
+496
+6% +$72.6K 0.51% 53
2022
Q1 		$1.3M Buy
8,222
+6,799
+478% +$1.06M 0.64% 44
2021
Q4 		$232K Hold
1,423
– – 0.11% 115
2021
Q3 		$213K Buy
+1,423
New +$218K 0.11% 111

Other funds holding RSP

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Northwest Wealth Management's RSP Position: Q3 2026 in Review

Northwest Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.05% in Q3 2026, buying an estimated $216 and bringing the position to 1,996 shares worth $415K. The position accounts for 0.05% of the portfolio, ranked #157.

Northwest Wealth Management first reported a position in RSP in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.3M in Q1 2022. 1,678 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Northwest Wealth Management held 1,996 shares of Invesco S&P 500 Equal Weight ETF worth $415K as of Q3 2026.
  • Northwest Wealth Management bought 1 Invesco S&P 500 Equal Weight ETF share in Q3 2026, an estimated $216.
  • Invesco S&P 500 Equal Weight ETF made up 0.05% of Northwest Wealth Management's portfolio in Q3 2026, its #157 holding.
  • Northwest Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2021 and has held it in 21 quarters since.
  • Northwest Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.3M in Q1 2022.
  • 1,678 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.