Syverson Strege & Co’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Syverson Strege & Co’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	$1.27M	Hold	6,597	–	–	0.3%	37
2025 Q4	$1.26M	Hold	6,597	–	–	0.3%	39
2025 Q3	$1.25M	Hold	6,597	–	–	0.3%	38
2025 Q2	$1.2M	Hold	6,597	–	–	0.28%	40
2025 Q1	$1.14M	Hold	6,597	–	–	0.37%	29
2024 Q4	$1.16M	Hold	6,597	–	–	0.39%	27
2024 Q3	$1.18M	Hold	6,597	–	–	0.4%	26
2024 Q2	$1.08M	Hold	6,597	–	–	0.37%	28
2024 Q1	$1.12M	Hold	6,597	–	–	0.4%	25
2023 Q4	$1.04M	Hold	6,597	–	–	0.4%	24
2023 Q3	$935K	Hold	6,597	–	–	0.42%	22
2023 Q2	$987K	Sell	6,597 -26	-0.4%	-$3.75K	0.42%	21
2023 Q1	$958K	Buy	6,623 +26	+0.4%	+$3.81K	0.41%	21
2022 Q4	$932K	Hold	6,597	–	–	0.42%	21
2022 Q3	$840K	Sell	6,597 -35	-0.5%	-$4.94K	0.43%	23
2022 Q2	$890K	Buy	6,632 +35	+0.5%	+$5.12K	0.33%	30
2022 Q1	$1.04M	Hold	6,597	–	–	1.13%	17
2021 Q4	$1.07M	Hold	6,597	–	–	0.8%	22
2021 Q3	$988K	Hold	6,597	–	–	0.79%	22
2021 Q2	$994K	Hold	6,597	–	–	0.88%	21
2021 Q1	$935K	Hold	6,597	–	–	0.97%	19
2020 Q4	$841K	Buy	+6,597	New	+$785K	0.8%	21

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

Syverson Strege & Co's RSP Position: Q1 2026 in Review

Syverson Strege & Co held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 6,597 shares worth $1.27M. The position accounts for 0.3% of the portfolio, ranked #37.

Syverson Strege & Co first reported a position in RSP in Q4 2020 and has held it in 22 quarters since. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Syverson Strege & Co held 6,597 shares of Invesco S&P 500 Equal Weight ETF worth $1.27M as of Q1 2026.
Syverson Strege & Co left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.3% of Syverson Strege & Co's portfolio in Q1 2026, its #37 holding.
Syverson Strege & Co first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 22 quarters since.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.