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Pension & Wealth Management Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Pension & Wealth Management 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
Q2 		$2.56M Sell
12,050
-82
-0.7% -$16.8K 0.69% 25
2026
Q1 		$2.33M Buy
12,132
+17
+0.1% +$3.37K 0.69% 25
2025
Q4 		$2.32M Sell
12,115
-307
-2% -$58.3K 0.69% 26
2025
Q3 		$2.36M Buy
12,422
+1
+0% +$186 0.74% 26
2025
Q2 		$2.26M Buy
12,421
+40
+0.3% +$6.9K 0.76% 25
2025
Q1 		$2.14M Buy
12,381
+745
+6% +$132K 0.8% 24
2024
Q4 		$2.04M Buy
11,636
+11,273
+3,106% +$2.04M 0.81% 22
2024
Q3 		$65.1K Buy
363
+227
+167% +$38.8K 0.03% 194
2024
Q2 		$22.3K Buy
136
+16
+13% +$2.63K 0.01% 252
2024
Q1 		$20.3K Sell
120
-355
-75% -$57K 0.01% 245
2023
Q4 		$75K Hold
475
– – 0.05% 155
2023
Q3 		$67.3K Sell
475
-1,135
-70% -$170K 0.05% 150
2023
Q2 		$71.1K Buy
1,610
+1,135
+239% +$163K 0.05% 148
2023
Q1 		$68.7K Hold
475
– – 0.05% 145
2022
Q4 		$67.1K Buy
+475
New +$66.4K 0.06% 142

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pension & Wealth Management Advisors's RSP Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.68% in Q2 2026, selling an estimated $16.8K and leaving 12,050 shares worth $2.56M. The position accounts for 0.69% of the portfolio, ranked #25.

Pension & Wealth Management Advisors first reported a position in RSP in Q4 2022 and has held it in 15 quarters since. 2,232 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Pension & Wealth Management Advisors held 12,050 shares of Invesco S&P 500 Equal Weight ETF worth $2.56M as of Q2 2026.
  • Pension & Wealth Management Advisors sold 82 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $16.8K.
  • Invesco S&P 500 Equal Weight ETF made up 0.69% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #25 holding.
  • Pension & Wealth Management Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,232 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.