Personal CFO Solutions’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Personal CFO Solutions’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	$717K	Buy	3,733 +96	+3%	+$19K	0.1%	180
2025 Q4	$697K	Sell	3,637 -48	-1%	-$9.11K	0.11%	176
2025 Q3	$699K	Sell	3,685 -148	-4%	-$27.6K	0.12%	172
2025 Q2	$697K	Sell	3,833 -223	-5%	-$38.5K	0.13%	168
2025 Q1	$703K	Buy	+4,056	New	+$721K	0.14%	158
2024 Q4	–	Sell	-28,007	Closed	-$5.02M	–	583
2024 Q3	$5.02M	Buy	28,007 +375	+1%	+$64.1K	0.7%	25
2024 Q2	$4.54M	Buy	27,632 +1,778	+7%	+$292K	0.7%	25
2024 Q1	$4.38M	Buy	25,854 +22,138	+596%	+$3.55M	0.68%	28
2023 Q4	$586K	Sell	3,716 -2,852	-43%	-$414K	0.1%	195
2023 Q3	$931K	Buy	+6,568	New	+$981K	0.18%	106

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 $2.7B AUM 6.73% 1-Year Est. Return

Personal CFO Solutions's RSP Position: Q1 2026 in Review

Personal CFO Solutions increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.6% in Q1 2026, buying an estimated $19K and bringing the position to 3,733 shares worth $717K. The position accounts for 0.1% of the portfolio, ranked #180.

Personal CFO Solutions first reported a position in RSP in Q3 2023 and has held it in 10 quarters since. The position peaked at $5.02M in Q3 2024. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Personal CFO Solutions held 3,733 shares of Invesco S&P 500 Equal Weight ETF worth $717K as of Q1 2026.
Personal CFO Solutions bought 96 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $19K.
Invesco S&P 500 Equal Weight ETF made up 0.1% of Personal CFO Solutions's portfolio in Q1 2026, its #180 holding.
Personal CFO Solutions first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 10 quarters since.
Personal CFO Solutions's Invesco S&P 500 Equal Weight ETF position peaked at $5.02M in Q3 2024.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.