Sunbelt Securities’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sunbelt Securities’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	$4.97M	Buy	25,916 +1,863	+8%	+$369K	0.31%	61
2025 Q4	$4.61M	Sell	24,053 -140	-0.6%	-$26.6K	0.31%	59
2025 Q3	$4.59M	Buy	24,193 +13,702	+131%	+$2.55M	0.32%	60
2025 Q2	$1.84M	Buy	10,491 +436	+4%	+$75.3K	0.16%	115
2025 Q1	$1.74M	Sell	10,055 -436	-4%	-$77.5K	0.16%	111
2024 Q4	$1.84M	Buy	10,491 +692	+7%	+$125K	0.16%	116
2024 Q3	$1.76M	Sell	9,799 -436	-4%	-$74.5K	0.17%	123
2024 Q2	$1.68M	Sell	10,235 -410	-4%	-$67.4K	0.17%	119
2024 Q1	$1.8M	Buy	10,645 +503	+5%	+$80.8K	0.2%	105
2023 Q4	$1.6M	Sell	10,142 -430	-4%	-$62.5K	0.2%	108
2023 Q3	$1.5M	Sell	10,572 -113	-1%	-$16.9K	0.21%	107
2023 Q2	$1.6M	Buy	10,685 +81	+0.8%	+$11.7K	0.23%	98
2023 Q1	$1.51M	Sell	10,604 -143	-1%	-$20.9K	0.24%	97
2022 Q4	$1.52M	Sell	10,747 -124	-1%	-$17.3K	0.3%	83
2022 Q3	$1.38M	Buy	10,871 +2,901	+36%	+$409K	0.29%	90
2022 Q2	$1.07M	Buy	7,970 +314	+4%	+$45.9K	0.23%	116
2022 Q1	$1.22M	Buy	7,656 +354	+5%	+$55.2K	0.22%	118
2021 Q4	$1.15M	Sell	7,302 -1,617	-18%	-$255K	0.19%	132
2021 Q3	$1.33M	Hold	8,919	–	–	0.24%	106
2021 Q2	$1.33M	Buy	8,919 +636	+8%	+$94.7K	0.24%	106
2021 Q1	$1.17M	Buy	8,283 +2,643	+47%	+$357K	0.23%	117
2020 Q4	$719K	Buy	+5,640	New	+$671K	0.15%	172
2020 Q1	–	Sell	-2,677	Closed	-$310K	–	598
2019 Q4	$310K	Buy	2,677 +381	+17%	+$42.3K	0.03%	437
2019 Q3	$247K	Buy	+2,296	New	+$246K	0.03%	466

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

Sunbelt Securities's RSP Position: Q1 2026 in Review

Sunbelt Securities increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.7% in Q1 2026, buying an estimated $369K and bringing the position to 25,916 shares worth $4.97M. The position accounts for 0.31% of the portfolio, ranked #61.

Sunbelt Securities first reported a position in RSP in Q3 2019 and has held it in 24 quarters since. 2,216 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Sunbelt Securities held 25,916 shares of Invesco S&P 500 Equal Weight ETF worth $4.97M as of Q1 2026.
Sunbelt Securities bought 1,863 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $369K.
Invesco S&P 500 Equal Weight ETF made up 0.31% of Sunbelt Securities's portfolio in Q1 2026, its #61 holding.
Sunbelt Securities first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2019 and has held it in 24 quarters since.
2,216 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.