Retirement Planning Group (Kansas)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Retirement Planning Group (Kansas)’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	$3.33M	Buy	17,343 +12,328	+246%	+$2.44M	0.1%	88
2025 Q4	$961K	Sell	5,015 -324	-6%	-$61.5K	0.03%	198
2025 Q3	$1.01M	Sell	5,339 -318	-6%	-$59.3K	0.04%	184
2025 Q2	$1.03M	Sell	5,657 -209	-4%	-$36.1K	0.04%	145
2025 Q1	$1.02M	Sell	5,866 -975	-14%	-$173K	0.05%	132
2024 Q4	$1.2M	Buy	6,841 +3,659	+115%	+$662K	0.06%	112
2024 Q3	$570K	Sell	3,182 -1,055	-25%	-$180K	0.03%	171
2024 Q2	$696K	Buy	4,237 +1,055	+33%	+$174K	0.04%	132
2024 Q1	$539K	Buy	3,182 +868	+38%	+$139K	0.04%	135
2023 Q4	$365K	Buy	+2,314	New	+$336K	0.03%	133

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 Planning Group (Kansas)'s RSP Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 246% in Q1 2026, buying an estimated $2.44M and bringing the position to 17,343 shares worth $3.33M. The position accounts for 0.1% of the portfolio, ranked #88.

Retirement Planning Group (Kansas) first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Retirement Planning Group (Kansas) held 17,343 shares of Invesco S&P 500 Equal Weight ETF worth $3.33M as of Q1 2026.
Retirement Planning Group (Kansas) bought 12,328 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $2.44M.
Invesco S&P 500 Equal Weight ETF made up 0.1% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #88 holding.
Retirement Planning Group (Kansas) first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.