Sequent Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sequent Planning’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	$669K	Sell	3,485 -185	-5%	-$36.7K	0.16%	107
2025 Q4	$703K	Buy	3,670 +2,615	+248%	+$496K	0.18%	101
2025 Q3	$200K	Buy	+1,055	New	+$197K	0.06%	200
2024 Q4	–	Sell	-2,052	Closed	-$368K	–	152
2024 Q3	$368K	Sell	2,052 -658	-24%	-$112K	0.13%	106
2024 Q2	$442K	Buy	2,710 +887	+49%	+$146K	0.15%	93
2024 Q1	$309K	Buy	+1,823	New	+$293K	0.11%	113

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

Sequent Planning's RSP Position: Q1 2026 in Review

Sequent Planning reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5% in Q1 2026, selling an estimated $36.7K and leaving 3,485 shares worth $669K. The position accounts for 0.16% of the portfolio, ranked #107.

Sequent Planning first reported a position in RSP in Q1 2024 and has held it in 6 quarters since. The position peaked at $703K in Q4 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Sequent Planning held 3,485 shares of Invesco S&P 500 Equal Weight ETF worth $669K as of Q1 2026.
Sequent Planning sold 185 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $36.7K.
Invesco S&P 500 Equal Weight ETF made up 0.16% of Sequent Planning's portfolio in Q1 2026, its #107 holding.
Sequent Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 6 quarters since.
Sequent Planning's Invesco S&P 500 Equal Weight ETF position peaked at $703K in Q4 2025.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.