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

Phoenix 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	$5.63M	Buy	29,324 +946	+3%	+$187K	2.22%	10
2025 Q4	$5.44M	Buy	28,378 +303	+1%	+$57.5K	2.09%	10
2025 Q3	$5.33M	Sell	28,075 -2,294	-8%	-$427K	2.05%	10
2025 Q2	$5.52M	Buy	30,369 +726	+2%	+$125K	2.31%	10
2025 Q1	$5.14M	Buy	29,643 +5,438	+22%	+$967K	2.24%	12
2024 Q4	$4.24M	Buy	24,205 +13,671	+130%	+$2.47M	1.84%	12
2024 Q3	$1.89M	Buy	10,534 +15	+0.1%	+$2.56K	0.88%	39
2024 Q2	$1.73M	Buy	10,519 +2,624	+33%	+$432K	0.87%	33
2024 Q1	$1.34M	Buy	+7,895	New	+$1.27M	0.81%	36
2021 Q4	–	Sell	-858	Closed	-$129K	–	308
2021 Q3	$129K	Buy	858 +300	+54%	+$45.9K	0.1%	139
2021 Q2	$84K	Hold	558	–	–	0.06%	161
2021 Q1	$80K	Buy	558 +200	+56%	+$27K	0.06%	162
2020 Q4	$46K	Buy	+358	New	+$42.6K	0.03%	191

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

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

Phoenix Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.3% in Q1 2026, buying an estimated $187K and bringing the position to 29,324 shares worth $5.63M. The position accounts for 2.22% of the portfolio, ranked #10.

Phoenix Wealth Advisors first reported a position in RSP in Q4 2020 and has held it in 13 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Phoenix Wealth Advisors held 29,324 shares of Invesco S&P 500 Equal Weight ETF worth $5.63M as of Q1 2026.
Phoenix Wealth Advisors bought 946 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $187K.
Invesco S&P 500 Equal Weight ETF made up 2.22% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #10 holding.
Phoenix Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 13 quarters since.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.