Stuart Chaussee & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Stuart Chaussee & Associates’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 Q4	–	Sell	-1,480	Closed	-$281K	–	124
2025 Q3	$281K	Buy	1,480 +1,444	+4,011%	+$269K	0.06%	41
2025 Q2	$6.54K	Hold	36	–	–	﹤0.01%	162
2025 Q1	$6.24K	Hold	36	–	–	﹤0.01%	166
2024 Q4	$6.31K	Hold	36	–	–	﹤0.01%	161
2024 Q3	$6.45K	Hold	36	–	–	﹤0.01%	143
2024 Q2	$5.91K	Hold	36	–	–	﹤0.01%	142
2024 Q1	$6.1K	Hold	36	–	–	﹤0.01%	141
2023 Q4	$5.68K	Hold	36	–	–	﹤0.01%	135
2023 Q3	$5.1K	Hold	36	–	–	﹤0.01%	118
2023 Q2	$5.39K	Hold	36	–	–	﹤0.01%	117
2023 Q1	$5.21K	Hold	36	–	–	﹤0.01%	115
2022 Q4	$5.08K	Sell	36 -18	-33%	-$2.52K	﹤0.01%	131
2022 Q3	$7K	Hold	54	–	–	0.02%	106
2022 Q2	$7K	Sell	54 -243	-82%	-$35.6K	0.02%	118
2022 Q1	$47K	Hold	297	–	–	0.02%	50
2021 Q4	$48K	Buy	+297	New	+$46.9K	0.02%	48

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Stuart Chaussee & Associates's RSP Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2025, closing a stake of 1,480 shares — an estimated $281K sold.

Stuart Chaussee & Associates first reported a position in RSP in Q4 2021 and held it in 16 quarters. The position peaked at $281K in Q3 2025. 2,132 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 1,480 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $281K.
Stuart Chaussee & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 16 quarters.
Stuart Chaussee & Associates's Invesco S&P 500 Equal Weight ETF position peaked at $281K in Q3 2025.
2,132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.