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

Sard 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
2026 Q1	$17.3M	Buy	90,142 +61	+0.1%	+$12.1K	9.41%	4
2025 Q4	$17.3M	Buy	90,081 +760	+0.9%	+$144K	9.47%	4
2025 Q3	$16.9M	Buy	89,321 +1,510	+2%	+$281K	9.67%	4
2025 Q2	$16M	Buy	87,811 +1,101	+1%	+$190K	9.84%	4
2025 Q1	$15M	Buy	86,710 +1,785	+2%	+$317K	10.07%	4
2024 Q4	$14.9M	Sell	84,925 -25	-0%	-$4.52K	9.99%	4
2024 Q3	$15.2M	Buy	84,950 +683	+0.8%	+$117K	10.06%	3
2024 Q2	$13.8M	Buy	84,267 +57,534	+215%	+$9.46M	9.72%	4
2024 Q1	$4.53M	Buy	26,733 +6,082	+29%	+$977K	4.09%	8
2023 Q4	$3.26M	Buy	+20,651	New	+$3M	3.29%	9

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Sard Wealth Management Group's RSP Position: Q1 2026 in Review

Sard Wealth Management Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.07% in Q1 2026, buying an estimated $12.1K and bringing the position to 90,142 shares worth $17.3M. The position accounts for 9.41% of the portfolio, ranked #4.

Sard Wealth Management Group first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Sard Wealth Management Group held 90,142 shares of Invesco S&P 500 Equal Weight ETF worth $17.3M as of Q1 2026.
Sard Wealth Management Group bought 61 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $12.1K.
Invesco S&P 500 Equal Weight ETF made up 9.41% of Sard Wealth Management Group's portfolio in Q1 2026, its #4 holding.
Sard Wealth Management Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.