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

PSI 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
2025 Q1	–	Sell	-981	Closed	-$172K	–	908
2024 Q4	$172K	Buy	981 +10	+1%	+$1.81K	0.05%	138
2024 Q3	$174K	Sell	971 -17	-2%	-$2.9K	0.05%	137
2024 Q2	$162K	Buy	988 +29	+3%	+$4.77K	0.05%	143
2024 Q1	$162K	Buy	959 +10	+1%	+$1.61K	0.06%	142
2023 Q4	$150K	Buy	949 +78	+9%	+$11.3K	0.06%	147
2023 Q3	$123K	Sell	871 -48	-5%	-$7.17K	0.05%	162
2023 Q2	$138K	Sell	919 -875	-49%	-$126K	0.06%	146
2023 Q1	$259K	Buy	1,794 +86	+5%	+$12.6K	0.13%	94
2022 Q4	$241K	Buy	1,708 +10	+0.6%	+$1.4K	0.13%	98
2022 Q3	$216K	Buy	1,698 +51	+3%	+$7.19K	0.11%	107
2022 Q2	$221K	Buy	1,647 +807	+96%	+$118K	0.11%	117
2022 Q1	$132K	Buy	+840	New	+$131K	0.05%	170

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PSI Advisors's RSP Position: Q1 2025 in Review

PSI Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2025, closing a stake of 981 shares — an estimated $172K sold.

PSI Advisors first reported a position in RSP in Q1 2022 and held it in 12 quarters. The position peaked at $259K in Q1 2023. 1,940 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

PSI Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 981 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $172K.
PSI Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and held it in 12 quarters.
PSI Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $259K in Q1 2023.
1,940 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.