SAI
RSP icon

Savvy Advisors Inc’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Savvy Advisors Inc’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 		$16.9M Buy
87,974
+55,454
+171% +$11M 0.45% 46
2025
Q4 		$6.23M Buy
32,520
+28,700
+751% +$5.45M 0.2% 85
2025
Q3 		$725K Buy
3,820
+602
+19% +$112K 0.03% 334
2025
Q2 		$585K Sell
3,218
-238
-7% -$41.1K 0.04% 324
2025
Q1 		$599K Buy
3,456
+1,406
+69% +$250K 0.06% 260
2024
Q4 		$359K Buy
2,050
+250
+14% +$45.2K 0.04% 300
2024
Q3 		$322K Buy
1,800
+200
+13% +$34.2K 0.07% 248
2024
Q2 		$263K Hold
1,600
– – 0.09% 232
2024
Q1 		$271K Sell
1,600
-700
-30% -$112K 0.16% 178
2023
Q4 		$363K Buy
+2,300
New +$334K 0.35% 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 $2.26B AUM 7.02% 1-Year Est. Return

Savvy Advisors Inc's RSP Position: Q1 2026 in Review

Savvy Advisors Inc increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 171% in Q1 2026, buying an estimated $11M and bringing the position to 87,974 shares worth $16.9M. The position accounts for 0.45% of the portfolio, ranked #46.

Savvy Advisors Inc 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.

  • Savvy Advisors Inc held 87,974 shares of Invesco S&P 500 Equal Weight ETF worth $16.9M as of Q1 2026.
  • Savvy Advisors Inc bought 55,454 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $11M.
  • Invesco S&P 500 Equal Weight ETF made up 0.45% of Savvy Advisors Inc's portfolio in Q1 2026, its #46 holding.
  • Savvy Advisors Inc 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 Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.