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

Planning Directions’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
-5,114
Closed -$886K – 108
2025
Q1 		$886K Buy
+5,114
New +$909K 0.38% 46

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

Planning Directions's RSP Position: Q2 2025 in Review

Planning Directions sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 5,114 shares — an estimated $886K sold.

Planning Directions first reported a position in RSP in Q1 2025 and held it in 1 quarter. The position peaked at $886K in Q1 2025. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

  • Planning Directions reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Planning Directions sold 5,114 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $886K.
  • Planning Directions first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and held it in 1 quarter.
  • Planning Directions's Invesco S&P 500 Equal Weight ETF position peaked at $886K 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 Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.