Sterling Financial Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sterling Financial Planning’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	$588K	Sell	3,066 -20	-0.6%	-$3.96K	0.17%	65
2025 Q4	$591K	Sell	3,086 -13	-0.4%	-$2.47K	0.18%	66
2025 Q3	$588K	Sell	3,099 -27	-0.9%	-$5.03K	0.19%	66
2025 Q2	$568K	Hold	3,126	–	–	0.19%	66
2025 Q1	$542K	Sell	3,126 -39	-1%	-$6.93K	0.2%	67
2024 Q4	$555K	Hold	3,165	–	–	0.2%	68
2024 Q3	$567K	Sell	3,165 -51	-2%	-$8.71K	0.21%	69
2024 Q2	$528K	Sell	3,216 -12	-0.4%	-$1.97K	0.21%	63
2024 Q1	$547K	Sell	3,228 -10	-0.3%	-$1.61K	0.22%	65
2023 Q4	$511K	Sell	3,238 -32	-1%	-$4.65K	0.22%	65
2023 Q3	$463K	Hold	3,270	–	–	0.24%	65
2023 Q2	$489K	Hold	3,270	–	–	0.24%	64
2023 Q1	$473K	Sell	3,270 -51	-2%	-$7.47K	0.26%	62
2022 Q4	$469K	Buy	3,321 +1	+0%	+$140	0.28%	61
2022 Q3	$423K	Sell	3,320 -53	-2%	-$7.47K	0.3%	60
2022 Q2	$453K	Buy	3,373 +3	+0.1%	+$439	0.32%	56
2022 Q1	$532K	Buy	3,370 +1	+0%	+$156	0.33%	52
2021 Q4	$548K	Buy	3,369 +13	+0.4%	+$2.05K	0.34%	52
2021 Q3	$503K	Buy	3,356 +9	+0.3%	+$1.38K	0.32%	50
2021 Q2	$504K	Sell	3,347 -737	-18%	-$110K	0.33%	47
2021 Q1	$578K	Buy	4,084 +5	+0.1%	+$675	0.41%	43
2020 Q4	$520K	Buy	+4,079	New	+$485K	0.42%	42

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

Sterling Financial Planning's RSP Position: Q1 2026 in Review

Sterling Financial Planning reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.65% in Q1 2026, selling an estimated $3.96K and leaving 3,066 shares worth $588K. The position accounts for 0.17% of the portfolio, ranked #65.

Sterling Financial Planning first reported a position in RSP in Q4 2020 and has held it in 22 quarters since. The position peaked at $591K in Q4 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Sterling Financial Planning held 3,066 shares of Invesco S&P 500 Equal Weight ETF worth $588K as of Q1 2026.
Sterling Financial Planning sold 20 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $3.96K.
Invesco S&P 500 Equal Weight ETF made up 0.17% of Sterling Financial Planning's portfolio in Q1 2026, its #65 holding.
Sterling Financial Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 22 quarters since.
Sterling Financial Planning's Invesco S&P 500 Equal Weight ETF position peaked at $591K 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 Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.