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Sandbox Financial Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sandbox Financial 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 		$899K Sell
4,683
-45
-1% -$8.92K 0.25% 52
2025
Q4 		$906K Sell
4,728
-1,155
-20% -$219K 0.25% 52
2025
Q3 		$1.12M Sell
5,883
-151
-3% -$28.1K 0.32% 50
2025
Q2 		$1.1M Sell
6,034
-899
-13% -$155K 0.35% 45
2025
Q1 		$1.2M Sell
6,933
-514
-7% -$91.4K 0.42% 43
2024
Q4 		$1.3M Sell
7,447
-773
-9% -$140K 0.44% 41
2024
Q3 		$1.47M Sell
8,220
-47
-0.6% -$8.03K 0.52% 37
2024
Q2 		$1.36M Buy
8,267
+305
+4% +$50.2K 0.52% 36
2024
Q1 		$1.35M Buy
7,962
+1,744
+28% +$280K 0.57% 34
2023
Q4 		$981K Sell
6,218
-1,157
-16% -$168K 0.46% 36
2023
Q3 		$1.04M Buy
7,375
+3,118
+73% +$466K 0.55% 30
2023
Q2 		$637K Buy
4,257
+1,573
+59% +$227K 0.33% 44
2023
Q1 		$388K Buy
+2,684
New +$393K 0.23% 58
2022
Q2 		– Sell
-1,379
Closed -$217K – 96
2022
Q1 		$217K Buy
1,379
+1
+0.1% +$156 0.12% 85
2021
Q4 		$224K Buy
+1,378
New +$218K 0.14% 85

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 $2.7B AUM 6.73% 1-Year Est. Return

Sandbox Financial Partners's RSP Position: Q1 2026 in Review

Sandbox Financial Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.95% in Q1 2026, selling an estimated $8.92K and leaving 4,683 shares worth $899K. The position accounts for 0.25% of the portfolio, ranked #52.

Sandbox Financial Partners first reported a position in RSP in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.47M in Q3 2024. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Sandbox Financial Partners held 4,683 shares of Invesco S&P 500 Equal Weight ETF worth $899K as of Q1 2026.
  • Sandbox Financial Partners sold 45 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $8.92K.
  • Invesco S&P 500 Equal Weight ETF made up 0.25% of Sandbox Financial Partners's portfolio in Q1 2026, its #52 holding.
  • Sandbox Financial Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 15 quarters since.
  • Sandbox Financial Partners's Invesco S&P 500 Equal Weight ETF position peaked at $1.47M in Q3 2024.
  • 2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.