NWF Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

NWF Advisory Services’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	$2.68M	Buy	13,956 +3,455	+33%	+$685K	0.3%	68
2025 Q4	$2.01M	Buy	10,501 +537	+5%	+$102K	0.22%	78
2025 Q3	$1.89M	Sell	9,964 -153	-2%	-$28.5K	0.21%	87
2025 Q2	$1.84M	Buy	10,117 +1,609	+19%	+$278K	0.22%	82
2025 Q1	$1.47M	Buy	+8,508	New	+$1.51M	0.21%	88
2024 Q4	–	Sell	-6,785	Closed	-$1.22M	–	392
2024 Q3	$1.22M	Sell	6,785 -363	-5%	-$62K	0.18%	97
2024 Q2	$1.17M	Sell	7,148 -84	-1%	-$13.8K	0.19%	89
2024 Q1	$1.22M	Buy	7,232 +1,760	+32%	+$283K	0.2%	89
2023 Q4	$864K	Buy	5,472 +624	+13%	+$90.7K	0.17%	99
2023 Q3	$687K	Buy	4,848 +527	+12%	+$78.7K	0.16%	103
2023 Q2	$647K	Hold	4,321	–	–	0.15%	117
2023 Q1	$647K	Buy	+4,321	New	+$633K	0.15%	117

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 $2.7B AUM 6.73% 1-Year Est. Return

NWF Advisory Services's RSP Position: Q1 2026 in Review

NWF Advisory Services increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 33% in Q1 2026, buying an estimated $685K and bringing the position to 13,956 shares worth $2.68M. The position accounts for 0.3% of the portfolio, ranked #68.

NWF Advisory Services first reported a position in RSP in Q1 2023 and has held it in 12 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

NWF Advisory Services held 13,956 shares of Invesco S&P 500 Equal Weight ETF worth $2.68M as of Q1 2026.
NWF Advisory Services bought 3,455 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $685K.
Invesco S&P 500 Equal Weight ETF made up 0.3% of NWF Advisory Services's portfolio in Q1 2026, its #68 holding.
NWF Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 12 quarters since.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.