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SimpliFi Inc’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

SimpliFi Inc’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 		$32.8M Sell
171,135
-402
-0.2% -$79.7K 13.79% 2
2025
Q4 		$32.9M Buy
171,537
+114,836
+203% +$21.8M 13.9% 2
2025
Q3 		$10.8M Sell
56,701
-925
-2% -$172K 4.6% 9
2025
Q2 		$10.5M Buy
57,626
+162
+0.3% +$28K 4.62% 10
2025
Q1 		$9.95M Sell
57,464
-173
-0.3% -$30.8K 4.57% 10
2024
Q4 		$10.1M Sell
57,637
-237
-0.4% -$42.9K 4.62% 10
2024
Q3 		$10.4M Sell
57,874
-35
-0.1% -$5.98K 4.6% 10
2024
Q2 		$9.51M Buy
57,909
+1,125
+2% +$185K 4.39% 10
2024
Q1 		$9.62M Buy
+56,784
New +$9.12M 4.4% 10

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 $377B AUM 19.32% 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 $2.7B AUM 6.73% 1-Year Est. Return

SimpliFi Inc's RSP Position: Q1 2026 in Review

SimpliFi Inc reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.23% in Q1 2026, selling an estimated $79.7K and leaving 171,135 shares worth $32.8M. The position accounts for 13.79% of the portfolio, ranked #2.

SimpliFi Inc first reported a position in RSP in Q1 2024 and has held it in 9 quarters since. The position peaked at $32.9M in Q4 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • SimpliFi Inc held 171,135 shares of Invesco S&P 500 Equal Weight ETF worth $32.8M as of Q1 2026.
  • SimpliFi Inc sold 402 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $79.7K.
  • Invesco S&P 500 Equal Weight ETF made up 13.79% of SimpliFi Inc's portfolio in Q1 2026, its #2 holding.
  • SimpliFi Inc first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 9 quarters since.
  • SimpliFi Inc's Invesco S&P 500 Equal Weight ETF position peaked at $32.9M in Q4 2025.
  • 2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on SimpliFi Inc's 13F filing for Q1 2026, filed 23 Apr 2026.