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

Total Wealth Planning & 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 Q1	$340K	Buy	1,772 +326	+23%	+$64.6K	0.25%	141
2025 Q4	$277K	Buy	+1,446	New	+$274K	0.21%	173
2025 Q2	$285K	Hold	1,566	–	–	0.23%	172
2025 Q1	$271K	Sell	1,566 -20	-1%	-$3.56K	0.26%	148
2024 Q4	$278K	Buy	+1,586	New	+$287K	0.25%	148

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

Total Wealth Planning & Management's RSP Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 23% in Q1 2026, buying an estimated $64.6K and bringing the position to 1,772 shares worth $340K. The position accounts for 0.25% of the portfolio, ranked #141.

Total Wealth Planning & Management first reported a position in RSP in Q4 2024 and has held it in 5 quarters since. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Total Wealth Planning & Management held 1,772 shares of Invesco S&P 500 Equal Weight ETF worth $340K as of Q1 2026.
Total Wealth Planning & Management bought 326 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $64.6K.
Invesco S&P 500 Equal Weight ETF made up 0.25% of Total Wealth Planning & Management's portfolio in Q1 2026, its #141 holding.
Total Wealth Planning & Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 5 quarters since.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.