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

PCA Investment 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
2025 Q1	–	Sell	-5,689	Closed	-$997K	–	123
2024 Q4	$997K	Sell	5,689 -210	-4%	-$38K	0.46%	36
2024 Q3	$1.06M	Sell	5,899 -497	-8%	-$84.9K	0.5%	34
2024 Q2	$1.05M	Sell	6,396 -978	-13%	-$161K	0.55%	33
2024 Q1	$1.25M	Sell	7,374 -190	-3%	-$30.5K	0.7%	28
2023 Q4	$1.19M	Sell	7,564 -1,096	-13%	-$159K	0.79%	25
2023 Q3	$1.23M	Buy	8,660 +85	+1%	+$12.7K	0.87%	28
2023 Q2	$1.28M	Buy	8,575 +8	+0.1%	+$1.15K	0.77%	27
2023 Q1	$1.24M	Buy	+8,567	New	+$1.25M	0.88%	26

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA Investment Advisory Services's RSP Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2025, closing a stake of 5,689 shares — an estimated $997K sold.

PCA Investment Advisory Services first reported a position in RSP in Q1 2023 and held it in 8 quarters. The position peaked at $1.28M in Q2 2023. 1,940 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

PCA Investment Advisory Services reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 5,689 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $997K.
PCA Investment Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and held it in 8 quarters.
PCA Investment Advisory Services's Invesco S&P 500 Equal Weight ETF position peaked at $1.28M in Q2 2023.
1,940 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.