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

NWI 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 Q1	$10.4M	Hold	54,000	–	–	0.59%	32
2025 Q4	$10.3M	Buy	+54,000	New	+$10.3M	0.48%	37
2024 Q4	–	Sell	-1,000,000	Closed	-$179M	–	60
2024 Q3	$179M	Buy	+1,000,000	New	+$171M	4.66%	5
2023 Q4	–	Sell	-197,838	Closed	-$28M	–	54
2023 Q3	$28M	Buy	+197,838	New	+$29.6M	1.37%	10

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

NWI Management's RSP Position: Q1 2026 in Review

NWI Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 54,000 shares worth $10.4M. The position accounts for 0.59% of the portfolio, ranked #32.

NWI Management first reported a position in RSP in Q3 2023 and has held it in 4 quarters since. The position peaked at $179M in Q3 2024. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

NWI Management held 54,000 shares of Invesco S&P 500 Equal Weight ETF worth $10.4M as of Q1 2026.
NWI Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.59% of NWI Management's portfolio in Q1 2026, its #32 holding.
NWI Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 4 quarters since.
NWI Management's Invesco S&P 500 Equal Weight ETF position peaked at $179M in Q3 2024.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on NWI Management's 13F filing for Q1 2026, filed 15 May 2026.