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

Rooted 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 		$1.87M Buy
9,173
+1,601
+21% +$317K 0.49% 41
2025
Q4 		$1.52M Buy
7,572
+1,301
+21% +$247K 0.43% 47
2025
Q3 		$1.2M Buy
6,271
+632
+11% +$118K 0.37% 45
2025
Q2 		$1.04M Buy
5,639
+629
+13% +$109K 0.36% 42
2025
Q1 		$787K Sell
5,010
-9
-0.2% -$1.6K 0.34% 44
2024
Q4 		$881K Buy
5,019
+111
+2% +$20.1K 0.34% 44
2024
Q3 		$870K Sell
4,908
-314
-6% -$53.6K 0.39% 42
2024
Q2 		$885K Buy
5,222
+195
+4% +$32.1K 0.39% 43
2024
Q1 		$839K Buy
5,027
+217
+5% +$34.8K 0.41% 42
2023
Q4 		$759K Buy
+4,810
New +$699K 0.4% 43

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
State of Wisconsin Investment Board
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