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

Redmont Wealth 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
Q4 		$8.54M Buy
44,603
+128
+0.3% +$24.3K 12.94% 1
2025
Q3 		$8.44M Sell
44,475
-3,198
-7% -$596K 11.75% 1
2025
Q2 		$8.66M Buy
47,673
+2,897
+6% +$500K 12.71% 1
2025
Q1 		$7.76M Sell
44,776
-979
-2% -$174K 15.11% 1
2024
Q4 		$8.02M Buy
45,755
+1,403
+3% +$254K 13.85% 1
2024
Q3 		$7.95M Sell
44,352
-2,494
-5% -$426K 12.3% 1
2024
Q2 		$7.7M Sell
46,846
-2,698
-5% -$444K 12.1% 1
2024
Q1 		$8.39M Sell
49,544
-6,997
-12% -$1.12M 11.62% 1
2023
Q4 		$8.92M Buy
56,541
+2,094
+4% +$304K 13% 1
2023
Q3 		$7.71M Buy
54,447
+1,474
+3% +$220K 13.55% 1
2023
Q2 		$7.93M Buy
52,973
+3,058
+6% +$441K 13.63% 1
2023
Q1 		$7.22M Sell
49,915
-11,469
-19% -$1.68M 14.57% 1
2022
Q4 		$8.67M Sell
61,384
-343
-0.6% -$48K 10.17% 2
2022
Q3 		$7.86M Sell
61,727
-4,913
-7% -$693K 10.22% 2
2022
Q2 		$8.95M Buy
66,640
+1,326
+2% +$194K 10.84% 2
2022
Q1 		$10.3M Buy
65,314
+11,205
+21% +$1.75M 10.97% 2
2021
Q4 		$8.81M Buy
+54,109
New +$8.55M 9.42% 2

Other funds holding RSP

Morgan Stanley
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Redmont Wealth Advisors's RSP Position: Q4 2025 in Review

Redmont Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.29% in Q4 2025, buying an estimated $24.3K and bringing the position to 44,603 shares worth $8.54M. The position accounts for 12.94% of the portfolio, ranked #1.

Redmont Wealth Advisors first reported a position in RSP in Q4 2021 and has held it in 17 quarters since. The position peaked at $10.3M in Q1 2022. 2,124 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

  • Redmont Wealth Advisors held 44,603 shares of Invesco S&P 500 Equal Weight ETF worth $8.54M as of Q4 2025.
  • Redmont Wealth Advisors bought 128 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $24.3K.
  • Invesco S&P 500 Equal Weight ETF made up 12.94% of Redmont Wealth Advisors's portfolio in Q4 2025, its #1 holding.
  • Redmont Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 17 quarters since.
  • Redmont Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $10.3M in Q1 2022.
  • 2,124 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.