Private Wealth Advisors (California)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Private Wealth Advisors (California)’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	$985K	Buy	5,130 +1,558	+44%	+$309K	0.28%	63
2025 Q4	$684K	Buy	3,572 +276	+8%	+$52.4K	0.22%	67
2025 Q3	$625K	Buy	3,296 +58	+2%	+$10.8K	0.21%	66
2025 Q2	$588K	Buy	3,238 +704	+28%	+$122K	0.22%	63
2025 Q1	$439K	Buy	2,534 +12	+0.5%	+$2.13K	0.16%	68
2024 Q4	$442K	Buy	2,522 +341	+16%	+$61.7K	0.17%	66
2024 Q3	$389K	Buy	2,181 +369	+20%	+$63K	0.15%	63
2024 Q2	$295K	Buy	+1,812	New	+$298K	0.11%	67
2024 Q1	–	Sell	-1,334	Closed	-$211K	–	80
2023 Q4	$211K	Buy	+1,334	New	+$194K	0.08%	69

Other funds holding RSP

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return