Panoramic Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Panoramic Investment Advisors’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	$794K	Buy	4,136 +740	+22%	+$147K	0.43%	57
2025 Q4	$651K	Sell	3,396 -310	-8%	-$58.8K	0.35%	59
2025 Q3	$703K	Sell	3,706 -42	-1%	-$7.83K	0.4%	53
2025 Q2	$681K	Hold	3,748	–	–	0.42%	51
2025 Q1	$649K	Hold	3,748	–	–	0.44%	55
2024 Q4	$657K	Buy	3,748 +311	+9%	+$56.2K	0.43%	54
2024 Q3	$616K	Buy	+3,437	New	+$587K	0.43%	55
2024 Q1	$544K	Buy	3,210 +535	+20%	+$85.9K	0.4%	57
2023 Q4	$422K	Buy	2,675 +825	+45%	+$120K	0.36%	63
2023 Q3	$262K	Buy	+1,850	New	+$276K	0.24%	83

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

Panoramic Investment Advisors's RSP Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 22% in Q1 2026, buying an estimated $147K and bringing the position to 4,136 shares worth $794K. The position accounts for 0.43% of the portfolio, ranked #57.

Panoramic Investment Advisors first reported a position in RSP in Q3 2023 and has held it in 10 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Panoramic Investment Advisors held 4,136 shares of Invesco S&P 500 Equal Weight ETF worth $794K as of Q1 2026.
Panoramic Investment Advisors bought 740 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $147K.
Invesco S&P 500 Equal Weight ETF made up 0.43% of Panoramic Investment Advisors's portfolio in Q1 2026, its #57 holding.
Panoramic Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 10 quarters since.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.