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Sandy Cove Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sandy Cove Advisors’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 		– Sell
-1,125
Closed -$213K – 147
2025
Q3 		$213K Buy
1,125
+3
+0.3% +$559 0.07% 131
2025
Q2 		$204K Sell
1,122
-150
-12% -$25.9K 0.07% 124
2025
Q1 		$220K Buy
1,272
+5
+0.4% +$889 0.09% 112
2024
Q4 		$222K Buy
+1,267
New +$229K 0.09% 118
2022
Q2 		– Sell
-500
Closed -$79K – 320
2022
Q1 		$79K Hold
500
– – 0.07% 145
2021
Q4 		$81K Buy
+500
New +$79K 0.07% 140

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Sandy Cove Advisors's RSP Position: Q4 2025 in Review

Sandy Cove Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2025, closing a stake of 1,125 shares — an estimated $213K sold.

Sandy Cove Advisors first reported a position in RSP in Q4 2021 and held it in 6 quarters. The position peaked at $222K in Q4 2024. 2,132 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

  • Sandy Cove Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Sandy Cove Advisors sold 1,125 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $213K.
  • Sandy Cove Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 6 quarters.
  • Sandy Cove Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $222K in Q4 2024.
  • 2,132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Sandy Cove Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.