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Salomon & Ludwin’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Salomon & Ludwin’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 		$1.55M Buy
8,024
+63
+0.8% +$12.5K 0.14% 77
2025
Q4 		$1.55M Sell
7,961
-273
-3% -$51.8K 0.14% 78
2025
Q3 		$1.57M Sell
8,234
-420
-5% -$78.3K 0.14% 75
2025
Q2 		$1.59M Buy
8,654
+745
+9% +$129K 0.16% 68
2025
Q1 		$1.37M Buy
7,909
+640
+9% +$114K 0.15% 70
2024
Q4 		$1.27M Sell
7,269
-17
-0.2% -$3.07K 0.13% 70
2024
Q3 		$1.31M Buy
7,286
+2,108
+41% +$360K 0.13% 71
2024
Q2 		$851K Sell
5,178
-423
-8% -$69.6K 0.09% 87
2024
Q1 		$949K Buy
5,601
+350
+7% +$56.2K 0.08% 92
2023
Q4 		$744K Hold
5,251
– – 0.08% 95
2023
Q3 		$744K Sell
5,251
-2,119
-29% -$317K 0.08% 95
2023
Q2 		$1.1M Sell
7,370
-142
-2% -$20.5K 0.12% 76
2023
Q1 		$1.09M Sell
7,512
-37
-0.5% -$5.42K 0.13% 72
2022
Q4 		$1.07M Hold
7,549
– – 0.14% 71
2022
Q3 		$961K Sell
7,549
-4,198
-36% -$592K 0.14% 62
2022
Q2 		$1.58M Buy
11,747
+892
+8% +$131K 0.24% 46
2022
Q1 		$1.71M Sell
10,855
-166
-2% -$25.9K 0.25% 42
2021
Q4 		$1.79M Buy
11,021
+1,252
+13% +$198K 0.25% 41
2021
Q3 		$1.46M Buy
9,769
+483
+5% +$73.9K 0.23% 41
2021
Q2 		$1.4M Buy
9,286
+3,962
+74% +$590K 0.22% 41
2021
Q1 		$754K Buy
+5,324
New +$718K 0.13% 43
2020
Q4 		– Sell
-600
Closed -$65K – 73
2020
Q3 		$65K Hold
600
– – 0.01% 69
2020
Q2 		$61K Sell
600
-179
-23% -$17.3K 0.01% 64
2020
Q1 		$65K Buy
779
+179
+30% +$19K 0.02% 81
2019
Q4 		$69K Hold
600
– – 0.01% 93
2019
Q3 		$65K Hold
600
– – 0.01% 80
2019
Q2 		$65K Hold
600
– – 0.01% 80
2019
Q1 		$63K Sell
600
-500
-45% -$50.4K 0.01% 78
2018
Q4 		$101K Buy
+1,100
New +$109K 0.02% 61

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 $2.26B AUM 7.02% 1-Year Est. Return

Salomon & Ludwin's RSP Position: Q1 2026 in Review

Salomon & Ludwin increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.79% in Q1 2026, buying an estimated $12.5K and bringing the position to 8,024 shares worth $1.55M. The position accounts for 0.14% of the portfolio, ranked #77.

Salomon & Ludwin first reported a position in RSP in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.79M in Q4 2021. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Salomon & Ludwin held 8,024 shares of Invesco S&P 500 Equal Weight ETF worth $1.55M as of Q1 2026.
  • Salomon & Ludwin bought 63 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $12.5K.
  • Invesco S&P 500 Equal Weight ETF made up 0.14% of Salomon & Ludwin's portfolio in Q1 2026, its #77 holding.
  • Salomon & Ludwin first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 29 quarters since.
  • Salomon & Ludwin's Invesco S&P 500 Equal Weight ETF position peaked at $1.79M in Q4 2021.
  • 2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.