Taylor & Morgan Wealth Management
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Taylor & Morgan Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Taylor & Morgan Wealth Management’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
Q3 		$4.83M Sell
23,203
-796
-3% -$172K 2.32% 11
2026
Q2 		$5.11M Sell
23,999
-2,048
-8% -$419K 2.52% 9
2026
Q1 		$5M Sell
26,047
-365
-1% -$72.3K 2.85% 7
2025
Q4 		$5.06M Sell
26,412
-401
-1% -$76.1K 2.84% 9
2025
Q3 		$5.09M Sell
26,813
-2,475
-8% -$461K 3.12% 8
2025
Q2 		$5.32M Sell
29,288
-317
-1% -$54.7K 3.59% 8
2025
Q1 		$5.13M Sell
29,605
-329
-1% -$58.5K 3.87% 7
2024
Q4 		$5.25M Sell
29,934
-8,905
-23% -$1.61M 3.69% 7
2024
Q3 		$6.96M Sell
38,839
-487
-1% -$83.2K 4.67% 6
2024
Q2 		$6.46M Sell
39,326
-6,152
-14% -$1.01M 4.57% 6
2024
Q1 		$7.7M Sell
45,478
-4,069
-8% -$653K 5.65% 5
2023
Q4 		$7.82M Sell
49,547
-5,921
-11% -$860K 6.22% 4
2023
Q3 		$7.86M Sell
55,468
-2,324
-4% -$347K 7.08% 4
2023
Q2 		$8.65M Sell
57,792
-9,210
-14% -$1.33M 7.1% 4
2023
Q1 		$9.7M Sell
67,002
-2,119
-3% -$310K 8.43% 4
2022
Q4 		$9.8M Sell
69,121
-2,028
-3% -$284K 9.2% 4
2022
Q3 		$9.06M Sell
71,149
-106
-0.1% -$15K 9.01% 4
2022
Q2 		$9.6M Buy
71,255
+4,560
+7% +$667K 9.07% 3
2022
Q1 		$10.5M Sell
66,695
-3,248
-5% -$506K 8.6% 3
2021
Q4 		$11.4M Buy
+69,943
New +$11.1M 9.21% 3

Other funds holding RSP

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Taylor & Morgan Wealth Management's RSP Position: Q3 2026 in Review

Taylor & Morgan Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.3% in Q3 2026, selling an estimated $172K and leaving 23,203 shares worth $4.83M. The position accounts for 2.32% of the portfolio, ranked #11.

Taylor & Morgan Wealth Management first reported a position in RSP in Q4 2021 and has held it in 20 quarters since. The position peaked at $11.4M in Q4 2021. 1,949 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Taylor & Morgan Wealth Management held 23,203 shares of Invesco S&P 500 Equal Weight ETF worth $4.83M as of Q3 2026.
  • Taylor & Morgan Wealth Management sold 796 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $172K.
  • Invesco S&P 500 Equal Weight ETF made up 2.32% of Taylor & Morgan Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Taylor & Morgan Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 20 quarters since.
  • Taylor & Morgan Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $11.4M in Q4 2021.
  • 1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.