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

Sanchez Wealth Management 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 Q1	–	Sell	-1,613	Closed	-$283K	–	50
2024 Q4	$283K	Buy	+1,613	New	+$292K	0.08%	42
2020 Q1	–	Sell	-91,507	Closed	-$10.6M	–	23
2019 Q4	$10.6M	Buy	91,507 +1,877	+2%	+$209K	7.67%	5
2019 Q3	$9.69M	Buy	89,630 +5,570	+7%	+$598K	7.99%	6
2019 Q2	$9.06M	Buy	84,060 +621	+0.7%	+$65.7K	7.81%	6
2019 Q1	$8.71M	Buy	83,439 +569	+0.7%	+$57.4K	7.78%	5
2018 Q4	$7.57M	Sell	82,870 -34,848	-30%	-$3.45M	8.36%	6
2018 Q3	$12.6M	Sell	117,718 -86,614	-42%	-$9.15M	12.89%	4
2018 Q2	$20.8M	Buy	204,332 +4,695	+2%	+$476K	19.71%	1
2018 Q1	$19.4M	Buy	199,637 +1,825	+0.9%	+$187K	19.61%	1
2017 Q4	$20.5M	Buy	+197,812	New	+$19.4M	21.13%	1

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TPSF

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanchez Wealth Management Group's RSP Position: Q1 2025 in Review

Sanchez Wealth Management Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2025, closing a stake of 1,613 shares — an estimated $283K sold.

Sanchez Wealth Management Group first reported a position in RSP in Q4 2017 and held it in 10 quarters. The position peaked at $20.8M in Q2 2018. 1,946 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

Sanchez Wealth Management Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
Sanchez Wealth Management Group sold 1,613 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $283K.
Sanchez Wealth Management Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and held it in 10 quarters.
Sanchez Wealth Management Group's Invesco S&P 500 Equal Weight ETF position peaked at $20.8M in Q2 2018.
1,946 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on Sanchez Wealth Management Group's 13F filing for Q1 2025, filed 16 Apr 2025.