TruWealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

TruWealth Advisors’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	$634K	Buy	3,305 +2	+0.1%	+$396	0.03%	109
2025 Q4	$633K	Sell	3,303 -50	-1%	-$9.49K	0.03%	109
2025 Q3	$636K	Sell	3,353 -51	-1%	-$9.5K	0.03%	108
2025 Q2	$619K	Buy	3,404 +2	+0.1%	+$345	0.03%	106
2025 Q1	$589K	Sell	3,402 -498	-13%	-$88.6K	0.04%	103
2024 Q4	$683K	Buy	3,900 +2	+0.1%	+$362	0.04%	96
2024 Q3	$698K	Buy	3,898 +1	+0%	+$171	0.04%	92
2024 Q2	$640K	Sell	3,897 -157	-4%	-$25.8K	0.04%	91
2024 Q1	$687K	Buy	4,054 +2	+0%	+$321	0.05%	91
2023 Q4	$639K	Sell	4,052 -337	-8%	-$49K	0.05%	86
2023 Q3	$622K	Sell	4,389 -28	-0.6%	-$4.18K	0.05%	83
2023 Q2	$661K	Buy	4,417 +2	+0%	+$288	0.06%	81
2023 Q1	$638K	Sell	4,415 -686	-13%	-$100K	0.06%	83
2022 Q4	$721K	Sell	5,101 -116	-2%	-$16.2K	0.07%	82
2022 Q3	$664K	Sell	5,217 -101	-2%	-$14.2K	0.07%	78
2022 Q2	$714K	Buy	5,318 +628	+13%	+$91.9K	0.08%	71
2022 Q1	$740K	Sell	4,690 -230	-5%	-$35.9K	0.08%	64
2021 Q4	$801K	Hold	4,920	–	–	0.08%	65
2021 Q3	$737K	Buy	4,920 +46	+0.9%	+$7.04K	0.08%	65
2021 Q2	$735K	Sell	4,874 -149	-3%	-$22.2K	0.09%	65
2021 Q1	$712K	Sell	5,023 -211	-4%	-$28.5K	0.1%	64
2020 Q4	$668K	Buy	+5,234	New	+$623K	0.1%	65

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

TruWealth Advisors's RSP Position: Q1 2026 in Review

TruWealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.06% in Q1 2026, buying an estimated $396 and bringing the position to 3,305 shares worth $634K. The position accounts for 0.03% of the portfolio, ranked #109.

TruWealth Advisors first reported a position in RSP in Q4 2020 and has held it in 22 quarters since. The position peaked at $801K in Q4 2021. 2,228 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

TruWealth Advisors held 3,305 shares of Invesco S&P 500 Equal Weight ETF worth $634K as of Q1 2026.
TruWealth Advisors bought 2 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $396.
Invesco S&P 500 Equal Weight ETF made up 0.03% of TruWealth Advisors's portfolio in Q1 2026, its #109 holding.
TruWealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 22 quarters since.
TruWealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $801K in Q4 2021.
2,228 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.