Plotkin Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Plotkin Financial 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	–	Sell	-1,063	Closed	-$204K	–	105
2025 Q4	$204K	Sell	1,063 -21	-2%	-$3.99K	0.1%	99
2025 Q3	$206K	Buy	+1,084	New	+$202K	0.1%	99
2025 Q2	–	Sell	-1,209	Closed	-$209K	–	98
2025 Q1	$209K	Hold	1,209	–	–	0.13%	85
2024 Q4	$212K	Sell	1,209 -511	-30%	-$92.4K	0.13%	86
2024 Q3	$308K	Buy	1,720 +105	+7%	+$17.9K	0.18%	71
2024 Q2	$265K	Sell	1,615 -189	-10%	-$31.1K	0.17%	71
2024 Q1	$306K	Buy	1,804 +5	+0.3%	+$803	0.2%	68
2023 Q4	$284K	Buy	1,799 +5	+0.3%	+$726	0.22%	64
2023 Q3	$254K	Buy	1,794 +357	+25%	+$53.3K	0.22%	61
2023 Q2	$215K	Buy	1,437 +4	+0.3%	+$576	0.18%	72
2023 Q1	$207K	Buy	+1,433	New	+$210K	0.19%	69
2020 Q3	–	Sell	-3,215	Closed	-$327K	–	70
2020 Q2	$327K	Sell	3,215 -1,528	-32%	-$147K	0.28%	43
2020 Q1	$399K	Sell	4,743 -399	-8%	-$42.4K	0.48%	34
2019 Q4	$595K	Buy	+5,142	New	+$571K	0.55%	35

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 $2.26B AUM 7.02% 1-Year Est. Return

Plotkin Financial Advisors's RSP Position: Q1 2026 in Review

Plotkin Financial Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 1,063 shares — an estimated $204K sold.

Plotkin Financial Advisors first reported a position in RSP in Q4 2019 and held it in 14 quarters. The position peaked at $595K in Q4 2019. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Plotkin Financial Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
Plotkin Financial Advisors sold 1,063 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $204K.
Plotkin Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and held it in 14 quarters.
Plotkin Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $595K in Q4 2019.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.