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

Sigma Planning Corp’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	$11.4M	Buy	59,204 +3,398	+6%	+$673K	0.32%	53
2025 Q4	$10.6M	Buy	55,806 +479	+0.9%	+$90.9K	0.29%	57
2025 Q3	$10.5M	Sell	55,327 -1,578	-3%	-$294K	0.3%	55
2025 Q2	$10.3M	Sell	56,905 -23,515	-29%	-$4.06M	0.31%	56
2025 Q1	$13.9M	Sell	80,420 -9,738	-11%	-$1.73M	0.44%	34
2024 Q4	$15.8M	Buy	90,158 +3,306	+4%	+$598K	0.5%	29
2024 Q3	$15.6M	Buy	86,852 +1,612	+2%	+$275K	0.48%	32
2024 Q2	$14M	Buy	85,240 +1,841	+2%	+$303K	0.44%	37
2024 Q1	$14.1M	Buy	83,399 +58,487	+235%	+$9.39M	0.44%	34
2023 Q4	$3.93M	Sell	24,912 -15,348	-38%	-$2.23M	0.31%	63
2023 Q3	$5.7M	Buy	40,260 +1,001	+3%	+$150K	0.21%	88
2023 Q2	$5.87M	Sell	39,259 -18,804	-32%	-$2.71M	0.21%	95
2023 Q1	$8.4M	Buy	58,063 +2,626	+5%	+$385K	0.28%	69
2022 Q4	$7.83M	Buy	55,437 +1,299	+2%	+$182K	0.28%	75
2022 Q3	$6.89M	Sell	54,138 -5,575	-9%	-$786K	0.26%	81
2022 Q2	$8.02M	Sell	59,713 -119,505	-67%	-$17.5M	0.28%	70
2022 Q1	$28.3M	Buy	179,218 +56,038	+45%	+$8.74M	0.85%	13
2021 Q4	$20M	Sell	123,180 -27,834	-18%	-$4.4M	0.56%	28
2021 Q3	$22.6M	Buy	151,014 +4,775	+3%	+$731K	0.68%	17
2021 Q2	$22M	Buy	146,239 +37,210	+34%	+$5.54M	0.66%	18
2021 Q1	$15.4M	Buy	109,029 +72,082	+195%	+$9.73M	0.49%	31
2020 Q4	$4.71M	Buy	36,947 +1,749	+5%	+$208K	0.16%	140
2020 Q3	$3.81M	Buy	35,198 +513	+1%	+$55.4K	0.15%	150
2020 Q2	$3.53M	Sell	34,685 -10,814	-24%	-$1.04M	0.15%	143
2020 Q1	$3.82M	Sell	45,499 -34,582	-43%	-$3.67M	0.23%	93
2019 Q4	$9.27M	Buy	80,081 +26,483	+49%	+$2.94M	0.39%	42
2019 Q3	$5.79M	Buy	53,598 +2,852	+6%	+$306K	0.28%	67
2019 Q2	$5.47M	Buy	50,746 +9,453	+23%	+$1M	0.28%	77
2019 Q1	$4.31M	Buy	41,293 +12,293	+42%	+$1.24M	0.24%	96
2018 Q4	$2.65M	Sell	29,000 -4,858	-14%	-$481K	0.19%	111
2018 Q3	$3.62M	Buy	33,858 +1,139	+3%	+$120K	0.21%	102
2018 Q2	$3.33M	Sell	32,719 -374	-1%	-$37.9K	0.22%	99
2018 Q1	$3.29M	Sell	33,093 -2,274	-6%	-$233K	0.24%	96
2017 Q4	$3.57M	Buy	35,367 +1,874	+6%	+$184K	0.28%	82
2017 Q3	$3.2M	Sell	33,493 -85	-0.3%	-$7.95K	0.26%	80
2017 Q2	$3.11M	Buy	33,578 +349	+1%	+$32K	0.29%	75
2017 Q1	$3.02M	Sell	33,229 -19,453	-37%	-$1.75M	0.29%	71
2016 Q4	$4.56M	Buy	52,682 +26,549	+102%	+$2.24M	0.5%	45
2016 Q3	$2.19M	Buy	26,133 +2,256	+9%	+$188K	0.26%	92
2016 Q2	$1.92M	Sell	23,877 -5,428	-19%	-$431K	0.25%	89
2016 Q1	$2.3M	Buy	29,305 +6,703	+30%	+$493K	0.31%	70
2015 Q4	$1.73M	Sell	22,602 -557	-2%	-$43.2K	0.24%	94
2015 Q3	$1.7M	Sell	23,159 -28,459	-55%	-$2.22M	0.27%	83
2015 Q2	$4.12M	Sell	51,618 -15,489	-23%	-$1.27M	0.57%	27
2015 Q1	$5.44M	Buy	67,107 +17,322	+35%	+$1.39M	0.72%	17
2014 Q4	$3.98M	Buy	+49,785	New	+$3.87M	0.53%	36

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

Sigma Planning Corp's RSP Position: Q1 2026 in Review

Sigma Planning Corp increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.1% in Q1 2026, buying an estimated $673K and bringing the position to 59,204 shares worth $11.4M. The position accounts for 0.32% of the portfolio, ranked #53.

Sigma Planning Corp first reported a position in RSP in Q4 2014 and has held it in 46 quarters since. The position peaked at $28.3M in Q1 2022. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Sigma Planning Corp held 59,204 shares of Invesco S&P 500 Equal Weight ETF worth $11.4M as of Q1 2026.
Sigma Planning Corp bought 3,398 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $673K.
Invesco S&P 500 Equal Weight ETF made up 0.32% of Sigma Planning Corp's portfolio in Q1 2026, its #53 holding.
Sigma Planning Corp first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and has held it in 46 quarters since.
Sigma Planning Corp's Invesco S&P 500 Equal Weight ETF position peaked at $28.3M in Q1 2022.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.