Sonora Investment Management Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sonora Investment Management Group’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	$355K	Buy	1,872 +12	+0.6%	+$2.24K	0.03%	210
2025 Q2	$338K	Sell	1,860 -109	-6%	-$18.8K	0.03%	208
2025 Q1	$341K	Buy	1,969 +3	+0.2%	+$533	0.03%	204
2024 Q4	$345K	Buy	1,966 +2	+0.1%	+$362	0.03%	204
2024 Q3	$352K	Buy	+1,964	New	+$336K	0.03%	204
2023 Q2	–	Sell	-1,397	Closed	-$202K	–	280
2023 Q1	$202K	Buy	+1,397	New	+$205K	0.02%	251

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sonora Investment Management Group's RSP Position: Q3 2025 in Review

Sonora Investment Management Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.65% in Q3 2025, buying an estimated $2.24K and bringing the position to 1,872 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #210.

Sonora Investment Management Group first reported a position in RSP in Q1 2023 and has held it in 6 quarters since. 1,951 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

Sonora Investment Management Group held 1,872 shares of Invesco S&P 500 Equal Weight ETF worth $355K as of Q3 2025.
Sonora Investment Management Group bought 12 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $2.24K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #210 holding.
Sonora Investment Management Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 6 quarters since.
1,951 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.