Sowa Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sowa Financial 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	–	Sell	-10,008	Closed	-$1.82M	–	27
2025 Q2	$1.82M	Buy	+10,008	New	+$1.73M	1.14%	13
2024 Q3	–	Sell	-10,441	Closed	-$1.72M	–	32
2024 Q2	$1.72M	Sell	10,441 -4,503	-30%	-$741K	1.3%	19
2024 Q1	$2.36M	Hold	14,944	–	–	1.92%	13
2023 Q4	$2.36M	Sell	14,944 -1,448	-9%	-$210K	1.92%	13
2023 Q3	$2.32M	Buy	16,392 +1,872	+13%	+$280K	1.74%	16
2023 Q2	$2.17M	Buy	14,520 +195	+1%	+$28.1K	1.49%	18
2023 Q1	$2.07M	Buy	14,325 +3,048	+27%	+$446K	1.48%	18
2022 Q4	$1.59M	Buy	+11,277	New	+$1.58M	1.19%	22
2022 Q2	–	Sell	-4,030	Closed	-$636K	–	60
2022 Q1	$636K	Buy	4,030 +1,844	+84%	+$288K	0.38%	35
2021 Q4	$356K	Sell	2,186 -160	-7%	-$25.3K	0.21%	49
2021 Q3	$352K	Buy	2,346 +9	+0.4%	+$1.38K	0.23%	51
2021 Q2	$352K	Buy	2,337 +838	+56%	+$125K	0.26%	54
2021 Q1	$212K	Buy	+1,499	New	+$202K	0.15%	69
2020 Q3	–	Sell	-35	Closed	-$4K	–	324
2020 Q2	$4K	Hold	35	–	–	﹤0.01%	284
2020 Q1	$3K	Hold	35	–	–	﹤0.01%	294
2019 Q4	$4K	Buy	+35	New	+$3.89K	﹤0.01%	293

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

Sowa Financial Group's RSP Position: Q3 2025 in Review

Sowa Financial Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2025, closing a stake of 10,008 shares — an estimated $1.82M sold.

Sowa Financial Group first reported a position in RSP in Q4 2019 and held it in 16 quarters. The position peaked at $2.36M in Q1 2024. 1,951 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

Sowa Financial Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
Sowa Financial Group sold 10,008 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $1.82M.
Sowa Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and held it in 16 quarters.
Sowa Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $2.36M in Q1 2024.
1,951 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Sowa Financial Group's 13F filing for Q3 2025, filed 9 Oct 2025.