Sound View Wealth Advisors Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sound View Wealth Advisors 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
2026 Q1	$262K	Buy	1,364 +19	+1%	+$3.77K	0.02%	365
2025 Q4	$258K	Buy	1,345 +3	+0.2%	+$569	0.02%	368
2025 Q3	$255K	Buy	1,342 +9	+0.7%	+$1.68K	0.02%	375
2025 Q2	$242K	Sell	1,333 -21	-2%	-$3.63K	0.02%	377
2025 Q1	$235K	Buy	1,354 +5	+0.4%	+$889	0.02%	373
2024 Q4	$236K	Buy	1,349 +179	+15%	+$32.4K	0.02%	376
2024 Q3	$210K	Buy	+1,170	New	+$200K	0.02%	395

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

Sound View Wealth Advisors Group's RSP Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.4% in Q1 2026, buying an estimated $3.77K and bringing the position to 1,364 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #365.

Sound View Wealth Advisors Group first reported a position in RSP in Q3 2024 and has held it in 7 quarters since. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Sound View Wealth Advisors Group held 1,364 shares of Invesco S&P 500 Equal Weight ETF worth $262K as of Q1 2026.
Sound View Wealth Advisors Group bought 19 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $3.77K.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #365 holding.
Sound View Wealth Advisors Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 7 quarters since.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.