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

Sherman Wealth Management’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 		– Sell
-1,049
Closed -$201K – 83
2025
Q4 		$201K Buy
+1,049
New +$199K 0.17% 77

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 $445B AUM 25.58% 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

Sherman Wealth Management's RSP Position: Q1 2026 in Review

Sherman Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 1,049 shares — an estimated $201K sold.

Sherman Wealth Management first reported a position in RSP in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 2,223 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Sherman Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • Sherman Wealth Management sold 1,049 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $201K.
  • Sherman Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and held it in 1 quarter.
  • Sherman Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $201K in Q4 2025.
  • 2,223 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Sherman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.