Principal Securities’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Principal Securities’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	$1.94M	Buy	10,096 +668	+7%	+$132K	0.03%	508
2025 Q4	$1.81M	Buy	9,428 +1,350	+17%	+$256K	0.03%	512
2025 Q3	$1.53M	Sell	8,078 -2,594	-24%	-$483K	0.03%	522
2025 Q2	$1.94M	Sell	10,672 -12,842	-55%	-$2.22M	0.04%	423
2025 Q1	$4.12M	Buy	23,514 +545	+2%	+$96.9K	0.09%	216
2024 Q4	$4.02M	Sell	22,969 -1,148	-5%	-$208K	0.09%	218
2024 Q3	$4.32M	Buy	24,117 +1,666	+7%	+$285K	0.1%	187
2024 Q2	$3.69M	Buy	22,451 +226	+1%	+$37.2K	0.1%	186
2024 Q1	$3.76M	Buy	22,225 +1,099	+5%	+$176K	0.12%	168
2023 Q4	$3.33M	Buy	+21,126	New	+$3.07M	0.12%	163

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

Principal Securities's RSP Position: Q1 2026 in Review

Principal Securities increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.1% in Q1 2026, buying an estimated $132K and bringing the position to 10,096 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #508.

Principal Securities first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.32M in Q3 2024. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Principal Securities held 10,096 shares of Invesco S&P 500 Equal Weight ETF worth $1.94M as of Q1 2026.
Principal Securities bought 668 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $132K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Principal Securities's portfolio in Q1 2026, its #508 holding.
Principal Securities first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Invesco S&P 500 Equal Weight ETF position peaked at $4.32M in Q3 2024.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.