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Sheaff Brock Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sheaff Brock Investment 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
Q1 		$437K Buy
2,522
+122
+5% +$21.7K 0.04% 280
2024
Q4 		$420K Buy
2,400
+4
+0.2% +$723 0.04% 278
2024
Q3 		$429K Buy
2,396
+6
+0.3% +$1.02K 0.04% 275
2024
Q2 		$393K Sell
2,390
-96
-4% -$15.8K 0.04% 282
2024
Q1 		$421K Sell
2,486
-38
-2% -$6.1K 0.03% 305
2023
Q4 		$398K Buy
2,524
+36
+1% +$5.23K 0.03% 296
2023
Q3 		$352K Sell
2,488
-135
-5% -$20.2K 0.03% 297
2023
Q2 		$392K Hold
2,623
– – 0.03% 296
2023
Q1 		$379K Buy
2,623
+100
+4% +$14.6K 0.03% 308
2022
Q4 		$356K Hold
2,523
– – 0.04% 303
2022
Q3 		$321K Hold
2,523
– – 0.03% 314
2022
Q2 		$339K Buy
2,523
+3
+0.1% +$439 0.03% 312
2022
Q1 		$398K Sell
2,520
-325
-11% -$50.7K 0.03% 317
2021
Q4 		$463K Sell
2,845
-118
-4% -$18.6K 0.03% 294
2021
Q3 		$444K Buy
2,963
+56
+2% +$8.57K 0.03% 290
2021
Q2 		$438K Buy
2,907
+201
+7% +$29.9K 0.03% 292
2021
Q1 		$383K Sell
2,706
-206
-7% -$27.8K 0.03% 299
2020
Q4 		$371K Sell
2,912
-33
-1% -$3.92K 0.03% 289
2020
Q3 		$318K Sell
2,945
-105
-3% -$11.3K 0.03% 291
2020
Q2 		$310K Sell
3,050
-115
-4% -$11.1K 0.03% 296
2020
Q1 		$266K Sell
3,165
-851
-21% -$90.4K 0.04% 291
2019
Q4 		$465K Sell
4,016
-249
-6% -$27.7K 0.05% 258
2019
Q3 		$461K Sell
4,265
-999
-19% -$107K 0.05% 258
2019
Q2 		$567K Sell
5,264
-748
-12% -$79.2K 0.06% 222
2019
Q1 		$628K Buy
6,012
+143
+2% +$14.4K 0.08% 215
2018
Q4 		$536K Sell
5,869
-27,937
-83% -$2.77M 0.08% 218
2018
Q3 		$3.61M Sell
33,806
-32
-0.1% -$3.38K 0.34% 60
2018
Q2 		$3.45M Sell
33,838
-699
-2% -$70.8K 0.34% 60
2018
Q1 		$3.44M Sell
34,537
-57
-0.2% -$5.83K 0.36% 57
2017
Q4 		$3.5M Sell
34,594
-499
-1% -$49K 0.45% 52
2017
Q3 		$3.35M Buy
35,093
+17
+0% +$1.59K 0.44% 57
2017
Q2 		$3.25M Sell
35,076
-17
-0% -$1.56K 0.43% 57
2017
Q1 		$3.19M Sell
35,093
-98
-0.3% -$8.79K 0.41% 57
2016
Q4 		$3.05M Buy
35,191
+563
+2% +$47.6K 0.39% 61
2016
Q3 		$2.89M Sell
34,628
-519
-1% -$43.2K 0.39% 59
2016
Q2 		$2.83M Sell
35,147
-1,356
-4% -$108K 0.36% 63
2016
Q1 		$2.87M Buy
36,503
+10,128
+38% +$745K 0.35% 60
2015
Q4 		$2.02M Buy
+26,375
New +$2.05M 0.23% 108

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sheaff Brock Investment Advisors's RSP Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.1% in Q1 2025, buying an estimated $21.7K and bringing the position to 2,522 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #280.

Sheaff Brock Investment Advisors first reported a position in RSP in Q4 2015 and has held it in 38 quarters since. The position peaked at $3.61M in Q3 2018. 1,940 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

  • Sheaff Brock Investment Advisors held 2,522 shares of Invesco S&P 500 Equal Weight ETF worth $437K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 122 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $21.7K.
  • Invesco S&P 500 Equal Weight ETF made up 0.04% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #280 holding.
  • Sheaff Brock Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $3.61M in Q3 2018.
  • 1,940 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.