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

Stone Summit 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 		$6.16M Buy
32,102
+471
+1% +$93.3K 1.71% 15
2025
Q4 		$6.06M Buy
31,631
+310
+1% +$58.8K 1.64% 15
2025
Q3 		$5.94M Sell
31,321
-892
-3% -$166K 1.69% 16
2025
Q2 		$5.85M Sell
32,213
-400
-1% -$69K 1.81% 13
2025
Q1 		$5.65M Buy
32,613
+1,275
+4% +$227K 1.91% 10
2024
Q4 		$5.49M Buy
31,338
+3,663
+13% +$662K 1.84% 11
2024
Q3 		$4.96M Buy
27,675
+2,132
+8% +$364K 1.6% 14
2024
Q2 		$4.2M Buy
25,543
+3,306
+15% +$544K 1.5% 16
2024
Q1 		$3.77M Buy
22,237
+6,945
+45% +$1.12M 1.31% 21
2023
Q4 		$2.41M Buy
15,292
+6,004
+65% +$872K 0.93% 36
2023
Q3 		$1.32M Sell
9,288
-217
-2% -$32.4K 0.56% 62
2023
Q2 		$1.42M Buy
9,505
+1,019
+12% +$147K 0.59% 57
2023
Q1 		$1.23M Buy
8,486
+58
+0.7% +$8.49K 0.55% 61
2022
Q4 		$1.19M Buy
8,428
+6,581
+356% +$920K 0.58% 58
2022
Q3 		$235K Sell
1,847
-119
-6% -$16.8K 0.14% 119
2022
Q2 		$264K Sell
1,966
-354
-15% -$51.8K 0.16% 117
2022
Q1 		$368K Buy
+2,320
New +$362K 0.21% 101

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

Stone Summit Wealth's RSP Position: Q1 2026 in Review

Stone Summit Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.5% in Q1 2026, buying an estimated $93.3K and bringing the position to 32,102 shares worth $6.16M. The position accounts for 1.71% of the portfolio, ranked #15.

Stone Summit Wealth first reported a position in RSP in Q1 2022 and has held it in 17 quarters since. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Stone Summit Wealth held 32,102 shares of Invesco S&P 500 Equal Weight ETF worth $6.16M as of Q1 2026.
  • Stone Summit Wealth bought 471 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $93.3K.
  • Invesco S&P 500 Equal Weight ETF made up 1.71% of Stone Summit Wealth's portfolio in Q1 2026, its #15 holding.
  • Stone Summit Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 17 quarters since.
  • 2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

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