SFWC
RSP icon

Strategic Family Wealth Counselors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Strategic Family Wealth Counselors’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 		$10.1M Sell
52,415
-1,385
-3% -$274K 2.64% 11
2025
Q4 		$10.5M Buy
53,800
+132
+0.2% +$25.1K 2.37% 14
2025
Q3 		$10.2M Buy
53,668
+1,067
+2% +$199K 2.62% 11
2025
Q2 		$9.56M Sell
52,601
-1,360
-3% -$235K 2.72% 10
2025
Q1 		$9.35M Buy
53,961
+1,320
+3% +$235K 3.04% 8
2024
Q4 		$9.22M Buy
52,641
+2,888
+6% +$522K 3% 10
2024
Q3 		$8.91M Buy
49,753
+4,164
+9% +$711K 3.12% 11
2024
Q2 		$7.49M Buy
45,589
+2,020
+5% +$332K 2.85% 11
2024
Q1 		$7.38M Buy
43,569
+2,577
+6% +$414K 2.92% 11
2023
Q4 		$6.47M Buy
40,992
+1,400
+4% +$203K 2.71% 14
2023
Q3 		$5.61M Buy
39,592
+839
+2% +$125K 2.7% 15
2023
Q2 		$5.8M Buy
38,753
+873
+2% +$126K 2.67% 16
2023
Q1 		$5.48M Buy
37,880
+2,293
+6% +$336K 2.59% 16
2022
Q4 		$5.03M Buy
35,587
+5,698
+19% +$797K 2.49% 16
2022
Q3 		$3.8M Sell
29,889
-192
-0.6% -$27.1K 1.87% 21
2022
Q2 		$4.04M Buy
30,081
+1,012
+3% +$148K 1.94% 19
2022
Q1 		$4.58M Buy
29,069
+687
+2% +$107K 1.85% 20
2021
Q4 		$4.62M Buy
28,382
+265
+0.9% +$41.9K 1.48% 23
2021
Q3 		$4.21M Buy
28,117
+826
+3% +$126K 1.44% 22
2021
Q2 		$4.11M Sell
27,291
-419
-2% -$62.4K 1.35% 19
2021
Q1 		$3.92M Sell
27,710
-1,727
-6% -$233K 1.48% 18
2020
Q4 		$3.75M Sell
29,437
-919
-3% -$109K 1.94% 15
2020
Q3 		$3.28M Sell
30,356
-3,515
-10% -$379K 1.84% 16
2020
Q2 		$3.45M Sell
33,871
-4,083
-11% -$394K 2.17% 12
2020
Q1 		$3.19M Sell
37,954
-2,647
-7% -$281K 2.38% 13
2019
Q4 		$4.7M Buy
40,601
+419
+1% +$46.5K 3.8% 8
2019
Q3 		$4.34M Buy
40,182
+1,715
+4% +$184K 3.28% 8
2019
Q2 		$4.15M Buy
38,467
+2,758
+8% +$292K 3.21% 9
2019
Q1 		$3.73M Buy
35,709
+3,665
+11% +$370K 3.01% 10
2018
Q4 		$2.93M Buy
+32,044
New +$3.18M 3.32% 11

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 $2.26B AUM 7.02% 1-Year Est. Return

Strategic Family Wealth Counselors's RSP Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.6% in Q1 2026, selling an estimated $274K and leaving 52,415 shares worth $10.1M. The position accounts for 2.64% of the portfolio, ranked #11.

Strategic Family Wealth Counselors first reported a position in RSP in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.5M in Q4 2025. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Strategic Family Wealth Counselors held 52,415 shares of Invesco S&P 500 Equal Weight ETF worth $10.1M as of Q1 2026.
  • Strategic Family Wealth Counselors sold 1,385 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $274K.
  • Invesco S&P 500 Equal Weight ETF made up 2.64% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #11 holding.
  • Strategic Family Wealth Counselors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Family Wealth Counselors's Invesco S&P 500 Equal Weight ETF position peaked at $10.5M in Q4 2025.
  • 2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.