StoneCrest Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

StoneCrest Wealth Management’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	-23,921	Closed	-$4.35M	–	80
2025 Q2	$4.35M	Buy	23,921 +551	+2%	+$95.1K	2.07%	19
2025 Q1	$4.05M	Sell	23,370 -568	-2%	-$101K	2.57%	14
2024 Q4	$4.19M	Buy	23,938 +640	+3%	+$116K	2.74%	13
2024 Q3	$4.17M	Buy	23,298 +139	+0.6%	+$23.7K	3.04%	13
2024 Q2	$3.8M	Sell	23,159 -2,629	-10%	-$432K	2.9%	14
2024 Q1	$4.37M	Buy	25,788 +244	+1%	+$39.2K	3.78%	10
2023 Q4	$4.03M	Buy	+25,544	New	+$3.71M	3.86%	11

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

StoneCrest Wealth Management's RSP Position: Q3 2025 in Review

StoneCrest Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2025, closing a stake of 23,921 shares — an estimated $4.35M sold.

StoneCrest Wealth Management first reported a position in RSP in Q4 2023 and held it in 7 quarters. The position peaked at $4.37M in Q1 2024. 1,948 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

StoneCrest Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
StoneCrest Wealth Management sold 23,921 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $4.35M.
StoneCrest Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and held it in 7 quarters.
StoneCrest Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $4.37M in Q1 2024.
1,948 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on StoneCrest Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.