Signal Tree Financial Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Signal Tree Financial Partners’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	$7.12M	Buy	37,090 +2,451	+7%	+$486K	5.37%	5
2025 Q4	$6.64M	Buy	34,639 +1,093	+3%	+$207K	5.06%	4
2025 Q3	$6.38M	Buy	33,546 +1,392	+4%	+$259K	5.05%	4
2025 Q2	$5.84M	Sell	32,154 -7,143	-18%	-$1.23M	5.03%	4
2025 Q1	$6.81M	Buy	39,297 +7,183	+22%	+$1.28M	6.83%	3
2024 Q4	$5.63M	Buy	+32,114	New	+$5.81M	6.6%	3

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 $2.26B AUM 7.02% 1-Year Est. Return

Signal Tree Financial Partners's RSP Position: Q1 2026 in Review

Signal Tree Financial Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.1% in Q1 2026, buying an estimated $486K and bringing the position to 37,090 shares worth $7.12M. The position accounts for 5.37% of the portfolio, ranked #5.

Signal Tree Financial Partners first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Signal Tree Financial Partners held 37,090 shares of Invesco S&P 500 Equal Weight ETF worth $7.12M as of Q1 2026.
Signal Tree Financial Partners bought 2,451 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $486K.
Invesco S&P 500 Equal Weight ETF made up 5.37% of Signal Tree Financial Partners's portfolio in Q1 2026, its #5 holding.
Signal Tree Financial Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Signal Tree Financial Partners's 13F filing for Q1 2026, filed 15 May 2026.