Principle Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Principle Wealth Partners’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	$840K	Buy	4,377 +1,435	+49%	+$284K	0.05%	182
2025 Q4	$564K	Sell	2,942 -708	-19%	-$134K	0.03%	228
2025 Q3	$692K	Sell	3,650 -849	-19%	-$158K	0.04%	195
2025 Q2	$818K	Buy	4,499 +7	+0.2%	+$1.21K	0.05%	178
2025 Q1	$778K	Buy	4,492 +28	+0.6%	+$4.98K	0.06%	178
2024 Q4	$782K	Hold	4,464	–	–	0.05%	177
2024 Q3	$800K	Buy	4,464 +1,908	+75%	+$326K	0.06%	173
2024 Q2	$420K	Buy	2,556 +1	+0%	+$164	0.03%	242
2024 Q1	$433K	Buy	2,555 +70	+3%	+$11.2K	0.03%	237
2023 Q4	$392K	Sell	2,485 -2,400	-49%	-$349K	0.03%	239
2023 Q3	$692K	Buy	4,885 +1	+0%	+$149	0.07%	174
2023 Q2	$731K	Hold	4,884	–	–	0.07%	163
2023 Q1	$706K	Buy	4,884 +1	+0%	+$146	0.08%	163
2022 Q4	$690K	Hold	4,883	–	–	0.08%	161
2022 Q3	$621	Hold	4,883	–	–	0.06%	163
2022 Q2	$655K	Hold	4,883	–	–	0.08%	169
2022 Q1	$770K	Buy	4,883 +1	+0%	+$156	0.08%	162
2021 Q4	$795K	Buy	4,882 +111	+2%	+$17.5K	0.08%	159
2021 Q3	$715K	Hold	4,771	–	–	0.08%	161
2021 Q2	$719K	Hold	4,771	–	–	0.08%	160
2021 Q1	$676K	Hold	4,771	–	–	0.08%	160
2020 Q4	$608K	Buy	4,771 +323	+7%	+$38.4K	0.08%	163
2020 Q3	$481K	Sell	4,448 -550	-11%	-$59.4K	0.13%	89
2020 Q2	$509K	Hold	4,998	–	–	0.15%	84
2020 Q1	$420K	Sell	4,998 -3,405	-41%	-$362K	0.16%	87
2019 Q4	$972K	Sell	8,403 -2,240	-21%	-$249K	0.31%	58
2019 Q3	$1.15M	Buy	10,643 +3,640	+52%	+$391K	0.4%	53
2019 Q2	$755K	Buy	7,003 +318	+5%	+$33.7K	0.39%	51
2019 Q1	$698K	Sell	6,685 -740	-10%	-$74.6K	0.4%	49
2018 Q4	$679K	Buy	+7,425	New	+$736K	0.57%	43

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

Principle Wealth Partners's RSP Position: Q1 2026 in Review

Principle Wealth Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 49% in Q1 2026, buying an estimated $284K and bringing the position to 4,377 shares worth $840K. The position accounts for 0.05% of the portfolio, ranked #182.

Principle Wealth Partners first reported a position in RSP in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.15M in Q3 2019. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Principle Wealth Partners held 4,377 shares of Invesco S&P 500 Equal Weight ETF worth $840K as of Q1 2026.
Principle Wealth Partners bought 1,435 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $284K.
Invesco S&P 500 Equal Weight ETF made up 0.05% of Principle Wealth Partners's portfolio in Q1 2026, its #182 holding.
Principle Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 30 quarters since.
Principle Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $1.15M in Q3 2019.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.