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

Trueblood 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 Q1	$4.61M	Buy	24,044 +1,428	+6%	+$283K	1.8%	4
2025 Q4	$4.33M	Buy	22,616 +1,556	+7%	+$295K	1.69%	4
2025 Q3	$4M	Buy	21,060 +265	+1%	+$49.4K	1.56%	4
2025 Q2	$3.78M	Buy	20,795 +2,834	+16%	+$489K	1.58%	4
2025 Q1	$3.11M	Buy	17,961 +3,264	+22%	+$580K	1.44%	5
2024 Q4	$2.58M	Buy	14,697 +4,694	+47%	+$849K	1.27%	8
2024 Q3	$1.79M	Buy	10,003 +2,750	+38%	+$470K	0.9%	22
2024 Q2	$1.19M	Sell	7,253 -794	-10%	-$131K	0.67%	38
2024 Q1	$1.36M	Buy	8,047 +460	+6%	+$73.9K	0.78%	31
2023 Q4	$1.2M	Buy	+7,587	New	+$1.1M	0.75%	35

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

Trueblood Wealth Management's RSP Position: Q1 2026 in Review

Trueblood Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.3% in Q1 2026, buying an estimated $283K and bringing the position to 24,044 shares worth $4.61M. The position accounts for 1.8% of the portfolio, ranked #4.

Trueblood Wealth Management first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Trueblood Wealth Management held 24,044 shares of Invesco S&P 500 Equal Weight ETF worth $4.61M as of Q1 2026.
Trueblood Wealth Management bought 1,428 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $283K.
Invesco S&P 500 Equal Weight ETF made up 1.8% of Trueblood Wealth Management's portfolio in Q1 2026, its #4 holding.
Trueblood Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Trueblood Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.