Retirement Financial Solutions’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Retirement Financial Solutions’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	$11.3M	Buy	58,895 +676	+1%	+$134K	3.23%	13
2025 Q4	$11.2M	Buy	58,219 +5,164	+10%	+$980K	3.26%	14
2025 Q3	$10.1M	Buy	53,055 +7,043	+15%	+$1.31M	3.15%	15
2025 Q2	$8.36M	Buy	46,012 +10,011	+28%	+$1.73M	2.94%	16
2025 Q1	$6.24M	Buy	+36,001	New	+$6.4M	2.43%	16

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 $2.26B AUM 7.02% 1-Year Est. Return

Retirement Financial Solutions's RSP Position: Q1 2026 in Review

Retirement Financial Solutions increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.2% in Q1 2026, buying an estimated $134K and bringing the position to 58,895 shares worth $11.3M. The position accounts for 3.23% of the portfolio, ranked #13.

Retirement Financial Solutions first reported a position in RSP in Q1 2025 and has held it in 5 quarters since. 2,215 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Retirement Financial Solutions held 58,895 shares of Invesco S&P 500 Equal Weight ETF worth $11.3M as of Q1 2026.
Retirement Financial Solutions bought 676 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $134K.
Invesco S&P 500 Equal Weight ETF made up 3.23% of Retirement Financial Solutions's portfolio in Q1 2026, its #13 holding.
Retirement Financial Solutions first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 5 quarters since.
2,215 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.