SageView Advisory Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

SageView Advisory Group’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 Q4	$1.32M	Buy	6,907 +405	+6%	+$76.9K	0.04%	217
2025 Q3	$1.23M	Sell	6,502 -32	-0.5%	-$5.96K	0.04%	238
2025 Q2	$1.22M	Sell	6,534 -1,005	-13%	-$173K	0.05%	217
2025 Q1	$1.31M	Buy	7,539 +141	+2%	+$25.1K	0.06%	189
2024 Q4	$1.3M	Buy	7,398 +957	+15%	+$173K	0.06%	185
2024 Q3	$1.15M	Buy	6,441 +15	+0.2%	+$2.56K	0.06%	175
2024 Q2	$1.06M	Buy	+6,426	New	+$1.06M	0.05%	213
2024 Q1	–	Sell	-11,599	Closed	-$1.84M	–	749
2023 Q4	$1.84M	Sell	11,599 -682	-6%	-$99.1K	0.08%	153
2023 Q3	$1.74M	Sell	12,281 -6	-0%	-$896	0.1%	123
2023 Q2	$1.84M	Buy	12,287 +7,450	+154%	+$1.07M	0.1%	123
2023 Q1	$700K	Sell	4,837 -2,897	-37%	-$424K	0.04%	262
2022 Q4	$1.09M	Buy	+7,734	New	+$1.08M	0.09%	147

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 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

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

SageView Advisory Group's RSP Position: Q4 2025 in Review

SageView Advisory Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.2% in Q4 2025, buying an estimated $76.9K and bringing the position to 6,907 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #217.

SageView Advisory Group first reported a position in RSP in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.84M in Q2 2023. 2,124 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

SageView Advisory Group held 6,907 shares of Invesco S&P 500 Equal Weight ETF worth $1.32M as of Q4 2025.
SageView Advisory Group bought 405 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $76.9K.
Invesco S&P 500 Equal Weight ETF made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #217 holding.
SageView Advisory Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Invesco S&P 500 Equal Weight ETF position peaked at $1.84M in Q2 2023.
2,124 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.