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TAP Consulting’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

TAP Consulting’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
2024
Q4 		$3.06M Sell
17,468
-1,083
-6% -$196K 0.63% 45
2024
Q3 		$3.32M Sell
18,551
-160
-0.9% -$27.3K 0.65% 41
2024
Q2 		$3.07M Sell
18,711
-5,816
-24% -$957K 0.65% 40
2024
Q1 		$4.15M Buy
24,527
+759
+3% +$122K 0.91% 30
2023
Q4 		$3.75M Buy
23,768
+574
+2% +$83.4K 0.9% 29
2023
Q3 		$3.29M Buy
+23,194
New +$3.46M 0.85% 34
2022
Q1 		– Sell
-778
Closed -$127K – 452
2021
Q4 		$127K Buy
+778
New +$123K 0.03% 169
2020
Q3 		– Sell
-2,046
Closed -$208K – 126
2020
Q2 		$208K Sell
2,046
-4,302
-68% -$415K 0.1% 114
2020
Q1 		$533K Buy
6,348
+751
+13% +$79.8K 0.36% 73
2019
Q4 		$648K Buy
5,597
+24
+0.4% +$2.67K 0.36% 68
2019
Q3 		$602K Buy
+5,573
New +$598K 0.36% 70
2019
Q1 		$469K Buy
+4,489
New +$453K 0.35% 67

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAP Consulting's RSP Position: Q4 2024 in Review

TAP Consulting reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.8% in Q4 2024, selling an estimated $196K and leaving 17,468 shares worth $3.06M. The position accounts for 0.63% of the portfolio, ranked #45.

TAP Consulting first reported a position in RSP in Q1 2019 and has held it in 12 quarters since. The position peaked at $4.15M in Q1 2024. 1,918 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

  • TAP Consulting held 17,468 shares of Invesco S&P 500 Equal Weight ETF worth $3.06M as of Q4 2024.
  • TAP Consulting sold 1,083 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $196K.
  • Invesco S&P 500 Equal Weight ETF made up 0.63% of TAP Consulting's portfolio in Q4 2024, its #45 holding.
  • TAP Consulting first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2019 and has held it in 12 quarters since.
  • TAP Consulting's Invesco S&P 500 Equal Weight ETF position peaked at $4.15M in Q1 2024.
  • 1,918 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.