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

Sagespring 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	$1.07M	Sell	5,565 -32	-0.6%	-$6.34K	0.02%	307
2025 Q4	$1.07M	Sell	5,597 -6,707	-55%	-$1.27M	0.02%	298
2025 Q3	$2.33M	Buy	12,304 +5,705	+86%	+$1.06M	0.05%	166
2025 Q2	$1.2M	Buy	6,599 +2,107	+47%	+$364K	0.03%	253
2025 Q1	$778K	Sell	4,492 -11,839	-72%	-$2.11M	0.02%	289
2024 Q4	$2.86M	Buy	+16,331	New	+$2.95M	0.08%	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 $2.26B AUM 7.02% 1-Year Est. Return

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

Sagespring Wealth Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.57% in Q1 2026, selling an estimated $6.34K and leaving 5,565 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #307.

Sagespring Wealth Partners first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.86M in Q4 2024. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Sagespring Wealth Partners held 5,565 shares of Invesco S&P 500 Equal Weight ETF worth $1.07M as of Q1 2026.
Sagespring Wealth Partners sold 32 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $6.34K.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #307 holding.
Sagespring Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $2.86M in Q4 2024.
2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.