Strategies Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Strategies Wealth Advisors’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	$312K	Buy	1,625 +4	+0.2%	+$793	0.03%	133
2025 Q4	$311K	Buy	1,621 +3	+0.2%	+$569	0.03%	138
2025 Q3	$307K	Buy	1,618 +55	+4%	+$10.2K	0.03%	141
2025 Q2	$284K	Buy	+1,563	New	+$270K	0.03%	145
2024 Q2	–	Sell	-3,120	Closed	-$528K	–	100
2024 Q1	$528K	Buy	3,120 +21	+0.7%	+$3.37K	0.08%	60
2023 Q4	$489K	Buy	+3,099	New	+$450K	0.08%	58

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

Strategies Wealth Advisors's RSP Position: Q1 2026 in Review

Strategies Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.25% in Q1 2026, buying an estimated $793 and bringing the position to 1,625 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #133.

Strategies Wealth Advisors first reported a position in RSP in Q4 2023 and has held it in 6 quarters since. The position peaked at $528K in Q1 2024. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Strategies Wealth Advisors held 1,625 shares of Invesco S&P 500 Equal Weight ETF worth $312K as of Q1 2026.
Strategies Wealth Advisors bought 4 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $793.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Strategies Wealth Advisors's portfolio in Q1 2026, its #133 holding.
Strategies Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 6 quarters since.
Strategies Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $528K in Q1 2024.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.