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Siligmueller & Norvid Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Siligmueller & Norvid Wealth 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
Q3 		– Sell
-27,689
Closed -$5.06M – 214
2025
Q2 		$5.06M Sell
27,689
-906
-3% -$156K 1.97% 16
2025
Q1 		$4.95M Buy
28,595
+7,149
+33% +$1.27M 2.1% 17
2024
Q4 		$3.76M Buy
+21,446
New +$3.88M 1.6% 20

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 $2.7B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's RSP Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2025, closing a stake of 27,689 shares — an estimated $5.06M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in RSP in Q4 2024 and held it in 3 quarters. The position peaked at $5.06M in Q2 2025. 1,948 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 27,689 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $5.06M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $5.06M in Q2 2025.
  • 1,948 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.