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

SHP 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 		$236K Buy
1,232
+649
+111% +$129K 0.02% 237
2025
Q4 		$112K Buy
+583
New +$111K 0.01% 331

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

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

SHP Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 111% in Q1 2026, buying an estimated $129K and bringing the position to 1,232 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #237.

SHP Wealth Management first reported a position in RSP in Q4 2025 and has held it in 2 quarters since. 2,223 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • SHP Wealth Management held 1,232 shares of Invesco S&P 500 Equal Weight ETF worth $236K as of Q1 2026.
  • SHP Wealth Management bought 649 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $129K.
  • Invesco S&P 500 Equal Weight ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #237 holding.
  • SHP Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,223 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.