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PDS Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

PDS Planning’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
Q2 		– Sell
-2,267
Closed -$393K – 530
2025
Q1 		$393K Buy
+2,267
New +$403K 0.03% 260

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PDS Planning's RSP Position: Q2 2025 in Review

PDS Planning sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 2,267 shares — an estimated $393K sold.

PDS Planning first reported a position in RSP in Q1 2025 and held it in 1 quarter. The position peaked at $393K in Q1 2025. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

  • PDS Planning reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • PDS Planning sold 2,267 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $393K.
  • PDS Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and held it in 1 quarter.
  • PDS Planning's Invesco S&P 500 Equal Weight ETF position peaked at $393K in Q1 2025.
  • 1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on PDS Planning's 13F filing for Q2 2025, filed 24 Jul 2025.