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

Safeguard Financial’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
2025
Q1 		$227K Sell
1,312
-277
-17% -$49.3K 0.05% 97
2024
Q4 		$279K Buy
1,589
+1
+0.1% +$181 0.06% 93
2024
Q3 		$285K Buy
+1,588
New +$271K 0.07% 94
2023
Q3 		– Sell
-259
Closed -$38K – 448
2023
Q2 		$38K Buy
+259
New +$37.3K 0.02% 185

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Safeguard Financial's RSP Position: Q1 2025 in Review

Safeguard Financial reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 17% in Q1 2025, selling an estimated $49.3K and leaving 1,312 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #97.

Safeguard Financial first reported a position in RSP in Q2 2023 and has held it in 4 quarters since. The position peaked at $285K in Q3 2024. 1,940 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

  • Safeguard Financial held 1,312 shares of Invesco S&P 500 Equal Weight ETF worth $227K as of Q1 2025.
  • Safeguard Financial sold 277 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $49.3K.
  • Invesco S&P 500 Equal Weight ETF made up 0.05% of Safeguard Financial's portfolio in Q1 2025, its #97 holding.
  • Safeguard Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 4 quarters since.
  • Safeguard Financial's Invesco S&P 500 Equal Weight ETF position peaked at $285K in Q3 2024.
  • 1,940 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.