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Schulz Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Schulz Wealth’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 		$410K Hold
2,140
– – 0.26% 46
2025
Q3 		$406K Hold
2,140
– – 0.27% 44
2025
Q2 		$389K Hold
2,140
– – 0.29% 45
2025
Q1 		$371K Hold
2,140
– – 0.28% 41
2024
Q4 		$375K Hold
2,140
– – 0.29% 44
2024
Q3 		$383K Hold
2,140
– – 0.3% 43
2024
Q2 		$352K Hold
2,140
– – 0.3% 42
2024
Q1 		$362K Hold
2,140
– – 0.31% 40
2023
Q4 		$338K Buy
+2,140
New +$311K 0.32% 39

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Schulz Wealth's RSP Position: Q4 2025 in Review

Schulz Wealth held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q4 2025 at 2,140 shares worth $410K. The position accounts for 0.26% of the portfolio, ranked #46.

Schulz Wealth first reported a position in RSP in Q4 2023 and has held it in 9 quarters since. 2,123 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

  • Schulz Wealth held 2,140 shares of Invesco S&P 500 Equal Weight ETF worth $410K as of Q4 2025.
  • Schulz Wealth left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q4 2025.
  • Invesco S&P 500 Equal Weight ETF made up 0.26% of Schulz Wealth's portfolio in Q4 2025, its #46 holding.
  • Schulz Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 9 quarters since.
  • 2,123 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.