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

SMART Wealth’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 		$4.96M Buy
25,864
+6,462
+33% +$1.28M 1.45% 15
2025
Q4 		$3.72M Buy
19,402
+3,144
+19% +$597K 1.13% 27
2025
Q3 		$3.08M Buy
16,258
+14,150
+671% +$2.64M 1.16% 29
2025
Q2 		$383K Buy
2,108
+58
+3% +$10K 0.12% 120
2025
Q1 		$355K Buy
+2,050
New +$365K 0.13% 115

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

SMART Wealth's RSP Position: Q1 2026 in Review

SMART Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 33% in Q1 2026, buying an estimated $1.28M and bringing the position to 25,864 shares worth $4.96M. The position accounts for 1.45% of the portfolio, ranked #15.

SMART Wealth first reported a position in RSP in Q1 2025 and has held it in 5 quarters since. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • SMART Wealth held 25,864 shares of Invesco S&P 500 Equal Weight ETF worth $4.96M as of Q1 2026.
  • SMART Wealth bought 6,462 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $1.28M.
  • Invesco S&P 500 Equal Weight ETF made up 1.45% of SMART Wealth's portfolio in Q1 2026, its #15 holding.
  • SMART Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 5 quarters since.
  • 2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.