TFO Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

TFO Wealth Partners’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	$344K	Hold	1,794	–	–	0.05%	54
2025 Q4	$344K	Hold	1,794	–	–	0.05%	46
2025 Q3	$340K	Hold	1,794	–	–	0.06%	45
2025 Q2	$326K	Buy	+1,794	New	+$310K	0.06%	37
2023 Q4	–	Sell	-2,030	Closed	-$304K	–	1058
2023 Q3	$304K	Buy	2,030 +730	+56%	+$109K	0.06%	34
2023 Q2	$195K	Buy	+1,300	New	+$187K	0.04%	45
2020 Q2	–	Sell	-800	Closed	-$67K	–	154
2020 Q1	$67K	Hold	800	–	–	0.03%	50
2019 Q4	$92K	Buy	+800	New	+$88.9K	0.08%	52

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

TFO Wealth Partners's RSP Position: Q1 2026 in Review

TFO Wealth Partners held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 1,794 shares worth $344K. The position accounts for 0.05% of the portfolio, ranked #54.

TFO Wealth Partners first reported a position in RSP in Q4 2019 and has held it in 8 quarters since. 2,215 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

TFO Wealth Partners held 1,794 shares of Invesco S&P 500 Equal Weight ETF worth $344K as of Q1 2026.
TFO Wealth Partners left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.05% of TFO Wealth Partners's portfolio in Q1 2026, its #54 holding.
TFO Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 8 quarters since.
2,215 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.