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

Triad 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	$542K	Sell	2,826 -1,133	-29%	-$225K	0.04%	261
2025 Q4	$758K	Buy	3,959 +1,374	+53%	+$261K	0.07%	188
2025 Q3	$490K	Sell	2,585 -79	-3%	-$14.7K	0.06%	209
2025 Q2	$484K	Sell	2,664 -100	-4%	-$17.3K	0.1%	157
2025 Q1	$479K	Buy	+2,764	New	+$491K	0.15%	108
2024 Q3	–	Sell	-701	Closed	-$115K	–	720
2024 Q2	$115K	Buy	+701	New	+$115K	0.06%	140

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

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

Triad Wealth Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 29% in Q1 2026, selling an estimated $225K and leaving 2,826 shares worth $542K. The position accounts for 0.04% of the portfolio, ranked #261.

Triad Wealth Partners first reported a position in RSP in Q2 2024 and has held it in 6 quarters since. The position peaked at $758K in Q4 2025. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Triad Wealth Partners held 2,826 shares of Invesco S&P 500 Equal Weight ETF worth $542K as of Q1 2026.
Triad Wealth Partners sold 1,133 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $225K.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #261 holding.
Triad Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 6 quarters since.
Triad Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $758K in Q4 2025.
2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.