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

Serenus Wealth 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
Q3 		– Sell
-2,000
Closed -$363K – 70
2025
Q2 		$363K Buy
+2,000
New +$345K 0.06% 47

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

Serenus Wealth Advisors's RSP Position: Q1 2026 in Review

Serenus Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.4% in Q1 2026, selling an estimated $25.2K and leaving 3,660 shares worth $702K. The position accounts for 0.14% of the portfolio, ranked #35.

Serenus Wealth Advisors first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. The position peaked at $913K in Q1 2025. 2,216 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Serenus Wealth Advisors held 3,660 shares of Invesco S&P 500 Equal Weight ETF worth $702K as of Q1 2026.
  • Serenus Wealth Advisors sold 127 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $25.2K.
  • Invesco S&P 500 Equal Weight ETF made up 0.14% of Serenus Wealth Advisors's portfolio in Q1 2026, its #35 holding.
  • Serenus Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
  • Serenus Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $913K in Q1 2025.
  • 2,216 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Serenus Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.