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ORG Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

ORG Partners’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
Q4 		$2.37M Sell
12,327
-4,460
-27% -$847K 0.42% 48
2025
Q3 		$3.19M Buy
16,787
+3,630
+28% +$676K 0.58% 35
2025
Q2 		$2.42M Buy
13,157
+3,049
+30% +$526K 0.52% 38
2025
Q1 		$1.75M Buy
10,108
+8,928
+757% +$1.59M 0.43% 46
2024
Q4 		$207K Buy
1,180
+1,165
+7,767% +$211K 0.03% 316
2024
Q3 		$2.69K Sell
15
-1,468
-99% -$251K ﹤0.01% 935
2024
Q2 		$242K Buy
+1,483
New +$244K 0.03% 385
2024
Q1 		– Sell
-1,739
Closed -$274K – 984
2023
Q4 		$274K Buy
1,739
+1,483
+579% +$215K 0.05% 252
2023
Q3 		$36.3K Sell
256
-1,483
-85% -$222K 0.01% 581
2023
Q2 		$260K Buy
+1,739
New +$251K 0.04% 321

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return