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

Peterson Wealth 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	$476K	Buy	2,479 +11	+0.4%	+$2.18K	0.06%	67
2025 Q4	$473K	Sell	2,468 -552	-18%	-$105K	0.06%	70
2025 Q3	$575K	Hold	3,020	–	–	0.09%	62
2025 Q2	$549K	Buy	3,020 +12	+0.4%	+$2.07K	0.09%	60
2025 Q1	$469K	Buy	3,008 +15	+0.5%	+$2.67K	0.09%	59
2024 Q4	$528K	Sell	2,993 -539	-15%	-$97.5K	0.1%	53
2024 Q3	$633K	Sell	3,532 -467	-12%	-$79.8K	0.12%	46
2024 Q2	$657K	Buy	3,999 +16	+0.4%	+$2.63K	0.14%	39
2024 Q1	$675K	Buy	3,983 +16	+0.4%	+$2.57K	0.14%	39
2023 Q4	$626K	Sell	3,967 -246	-6%	-$35.7K	0.15%	36
2023 Q3	$597K	Buy	4,213 +11	+0.3%	+$1.64K	0.16%	36
2023 Q2	$630K	Buy	4,202 +19	+0.5%	+$2.74K	0.17%	36
2023 Q1	$605K	Sell	4,183 -154	-4%	-$22.6K	0.17%	39
2022 Q4	$613K	Buy	4,337 +56	+1%	+$7.83K	0.19%	35
2022 Q3	$545K	Hold	4,281	–	–	0.18%	36
2022 Q2	$575K	Hold	4,281	–	–	0.19%	34
2022 Q1	$675K	Hold	4,281	–	–	0.2%	37
2021 Q4	$697K	Sell	4,281 -18	-0.4%	-$2.84K	0.2%	35
2021 Q3	$644K	Sell	4,299 -118	-3%	-$18.1K	0.21%	33
2021 Q2	$666K	Hold	4,417	–	–	0.24%	30
2021 Q1	$626K	Hold	4,417	–	–	0.25%	26
2020 Q4	$563K	Hold	4,417	–	–	0.25%	31
2020 Q3	$478K	Sell	4,417 -186	-4%	-$20.1K	0.24%	29
2020 Q2	$468K	Sell	4,603 -2,046	-31%	-$197K	0.25%	28
2020 Q1	$559K	Sell	6,649 -3,226	-33%	-$343K	0.36%	27
2019 Q4	$1.14M	Sell	9,875 -120	-1%	-$13.3K	0.65%	17
2019 Q3	$1.08M	Buy	9,995 +48	+0.5%	+$5.15K	0.66%	17
2019 Q2	$1.07M	Buy	9,947 +45	+0.5%	+$4.76K	0.68%	17
2019 Q1	$1.07M	Buy	9,902 +700	+8%	+$70.6K	0.71%	17
2018 Q4	$841K	Sell	9,202 -930	-9%	-$92.2K	0.67%	19
2018 Q3	$1.08M	Sell	10,132 -83	-0.8%	-$8.77K	0.79%	18
2018 Q2	$1.04M	Sell	10,215 -1,007	-9%	-$102K	0.84%	18
2018 Q1	$1.12M	Sell	11,222 -326	-3%	-$33.4K	0.92%	18
2017 Q4	$1.17M	Buy	+11,548	New	+$1.13M	1.05%	17

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

Peterson Wealth Advisors's RSP Position: Q1 2026 in Review

Peterson Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.45% in Q1 2026, buying an estimated $2.18K and bringing the position to 2,479 shares worth $476K. The position accounts for 0.06% of the portfolio, ranked #67.

Peterson Wealth Advisors first reported a position in RSP in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.17M in Q4 2017. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Peterson Wealth Advisors held 2,479 shares of Invesco S&P 500 Equal Weight ETF worth $476K as of Q1 2026.
Peterson Wealth Advisors bought 11 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $2.18K.
Invesco S&P 500 Equal Weight ETF made up 0.06% of Peterson Wealth Advisors's portfolio in Q1 2026, its #67 holding.
Peterson Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and has held it in 34 quarters since.
Peterson Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1.17M in Q4 2017.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.