Oxford Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Oxford Financial Group’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	$363K	Hold	1,891	–	–	0.02%	196
2025 Q4	$362K	Hold	1,891	–	–	0.02%	176
2025 Q3	$359K	Hold	1,891	–	–	0.02%	168
2025 Q2	$344K	Hold	1,891	–	–	0.02%	161
2025 Q1	$328K	Hold	1,891	–	–	0.02%	168
2024 Q4	$331K	Hold	1,891	–	–	0.02%	195
2024 Q3	$339K	Hold	1,891	–	–	0.02%	188
2024 Q2	$311K	Buy	+1,891	New	+$311K	0.02%	210
2023 Q3	–	Sell	-122	Closed	-$18.3K	–	287
2023 Q2	$18.3K	Sell	122 -439	-78%	-$63.2K	﹤0.01%	274
2023 Q1	$81.1K	Buy	561 +439	+360%	+$64.3K	0.01%	209
2022 Q4	$17.2K	Buy	+122	New	+$17.1K	﹤0.01%	240
2022 Q1	–	Sell	-1,519	Closed	-$247K	–	279
2021 Q4	$247K	Buy	+1,519	New	+$240K	0.03%	176
2020 Q2	–	Sell	-1,735	Closed	-$146K	–	204
2020 Q1	$146K	Buy	+1,735	New	+$184K	0.03%	156

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

Oxford Financial Group's RSP Position: Q1 2026 in Review

Oxford Financial Group held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 1,891 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #196.

Oxford Financial Group first reported a position in RSP in Q1 2020 and has held it in 13 quarters since. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Oxford Financial Group held 1,891 shares of Invesco S&P 500 Equal Weight ETF worth $363K as of Q1 2026.
Oxford Financial Group left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #196 holding.
Oxford Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2020 and has held it in 13 quarters since.
2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.