Ridgecrest Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Ridgecrest Wealth Partners’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	–	Sell	-1,088	Closed	-$208K	–	106
2025 Q4	$208K	Hold	1,088	–	–	0.11%	96
2025 Q3	$206K	Buy	+1,088	New	+$203K	0.09%	114
2022 Q3	–	Sell	-1,682	Closed	-$226K	–	108
2022 Q2	$226K	Buy	1,682 +220	+15%	+$32.2K	0.16%	93
2022 Q1	$231K	Buy	1,462 +179	+14%	+$27.9K	0.15%	99
2021 Q4	$209K	Buy	+1,283	New	+$203K	0.1%	114

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 $2.7B AUM 6.73% 1-Year Est. Return

Ridgecrest Wealth Partners's RSP Position: Q1 2026 in Review

Ridgecrest Wealth Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 1,088 shares — an estimated $208K sold.

Ridgecrest Wealth Partners first reported a position in RSP in Q4 2021 and held it in 5 quarters. The position peaked at $231K in Q1 2022. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Ridgecrest Wealth Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
Ridgecrest Wealth Partners sold 1,088 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $208K.
Ridgecrest Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 5 quarters.
Ridgecrest Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $231K in Q1 2022.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.