Sagace Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sagace Wealth Management’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	$6.61M	Sell	34,446 -1,002	-3%	-$199K	4.43%	3
2025 Q4	$6.79M	Sell	35,448 -323	-0.9%	-$61.3K	4.61%	4
2025 Q3	$6.79M	Buy	35,771 +1,750	+5%	+$326K	4.61%	4
2025 Q2	$6.18M	Sell	34,021 -3,111	-8%	-$537K	4.62%	3
2025 Q1	$6.43M	Buy	37,132 +345	+0.9%	+$61.3K	4.86%	4
2024 Q4	$6.45M	Buy	36,787 +12,843	+54%	+$2.32M	4.82%	4
2024 Q3	$4.34M	Buy	23,944 +5,458	+30%	+$932K	3.35%	7
2024 Q2	$3.14M	Buy	+18,486	New	+$3.04M	3.07%	10

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

Sagace Wealth Management's RSP Position: Q1 2026 in Review

Sagace Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.8% in Q1 2026, selling an estimated $199K and leaving 34,446 shares worth $6.61M. The position accounts for 4.43% of the portfolio, ranked #3.

Sagace Wealth Management first reported a position in RSP in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.79M in Q4 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Sagace Wealth Management held 34,446 shares of Invesco S&P 500 Equal Weight ETF worth $6.61M as of Q1 2026.
Sagace Wealth Management sold 1,002 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $199K.
Invesco S&P 500 Equal Weight ETF made up 4.43% of Sagace Wealth Management's portfolio in Q1 2026, its #3 holding.
Sagace Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 8 quarters since.
Sagace Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $6.79M in Q4 2025.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.