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

River 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
2026 Q1	$4.92M	Buy	+25,619	New	+$5.08M	0.56%	48
2024 Q4	–	Sell	-1,732	Closed	-$310K	–	218
2024 Q3	$310K	Buy	+1,732	New	+$296K	0.04%	174
2019 Q1	–	Sell	-297	Closed	-$27K	–	404
2018 Q4	$27K	Sell	297 -299	-50%	-$29.6K	0.01%	314
2018 Q3	$64K	Hold	596	–	–	0.02%	255
2018 Q2	$61K	Buy	+596	New	+$60.4K	0.02%	255

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

River Wealth Advisors's RSP Position: Q1 2026 in Review

River Wealth Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026: 25,619 shares worth $4.92M. The stake represents 0.56% of the portfolio and ranks #48 among its holdings. This is a return to the name: River Wealth Advisors previously reported a position in RSP as recently as Q3 2024.

River Wealth Advisors first reported a position in RSP in Q2 2018 and has held it in 5 quarters since. 2,215 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

River Wealth Advisors held 25,619 shares of Invesco S&P 500 Equal Weight ETF worth $4.92M as of Q1 2026.
Invesco S&P 500 Equal Weight ETF was a new River Wealth Advisors position in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.56% of River Wealth Advisors's portfolio in Q1 2026, its #48 holding.
River Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 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 River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.