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

Tandem 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	$13.4M	Buy	69,830 +5,299	+8%	+$1.05M	5.98%	8
2025 Q4	$13.6M	Sell	64,531 -6,023	-9%	-$1.14M	6.1%	8
2025 Q3	$13.4M	Sell	70,554 -1,309	-2%	-$244K	6.36%	8
2025 Q2	$13.1M	Buy	71,863 +10,970	+18%	+$1.89M	6.46%	7
2025 Q1	$10.5M	Sell	60,893 -1,209	-2%	-$215K	5.51%	8
2024 Q4	$10.9M	Sell	62,102 -3,096	-5%	-$560K	5.55%	8
2024 Q3	$11.7M	Buy	65,198 +8,423	+15%	+$1.44M	5.92%	8
2024 Q2	$9.33M	Buy	56,775 +1,222	+2%	+$201K	5%	9
2024 Q1	$9.33M	Buy	55,553 +10,036	+22%	+$1.61M	5.13%	8
2023 Q4	$7.18M	Sell	45,517 -1,054	-2%	-$153K	4.14%	10
2023 Q3	$6.6M	Buy	46,571 +1,537	+3%	+$230K	4.03%	10
2023 Q2	$6.73M	Sell	45,034 -52	-0.1%	-$7.49K	4.07%	11
2023 Q1	$6.52M	Buy	45,086 +37,296	+479%	+$5.46M	4.06%	10
2022 Q4	$1.1M	Buy	+7,790	New	+$1.09M	0.7%	19

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

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

Tandem Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 8.2% in Q1 2026, buying an estimated $1.05M and bringing the position to 69,830 shares worth $13.4M. The position accounts for 5.98% of the portfolio, ranked #8.

Tandem Wealth Advisors first reported a position in RSP in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.6M in Q4 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Tandem Wealth Advisors held 69,830 shares of Invesco S&P 500 Equal Weight ETF worth $13.4M as of Q1 2026.
Tandem Wealth Advisors bought 5,299 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $1.05M.
Invesco S&P 500 Equal Weight ETF made up 5.98% of Tandem Wealth Advisors's portfolio in Q1 2026, its #8 holding.
Tandem Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 14 quarters since.
Tandem Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $13.6M in Q4 2025.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.