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Turning Point Benefit Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Turning Point Benefit Group’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 		$1.33M Sell
6,844
-8,593
-56% -$1.7M 0.85% 30
2025
Q4 		$2.96M Buy
15,437
+3,514
+29% +$667K 1.54% 19
2025
Q3 		$2.27M Buy
11,923
+7,080
+146% +$1.32M 1.37% 20
2025
Q2 		$880K Buy
4,843
+2,164
+81% +$374K 0.67% 29
2025
Q1 		$418K Buy
2,679
+847
+46% +$151K 0.39% 44
2024
Q4 		$320K Buy
+1,832
New +$331K 0.3% 45

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
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

Turning Point Benefit Group's RSP Position: Q1 2026 in Review

Turning Point Benefit Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 56% in Q1 2026, selling an estimated $1.7M and leaving 6,844 shares worth $1.33M. The position accounts for 0.85% of the portfolio, ranked #30.

Turning Point Benefit Group first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.96M in Q4 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Turning Point Benefit Group held 6,844 shares of Invesco S&P 500 Equal Weight ETF worth $1.33M as of Q1 2026.
  • Turning Point Benefit Group sold 8,593 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $1.7M.
  • Invesco S&P 500 Equal Weight ETF made up 0.85% of Turning Point Benefit Group's portfolio in Q1 2026, its #30 holding.
  • Turning Point Benefit Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
  • Turning Point Benefit Group's Invesco S&P 500 Equal Weight ETF position peaked at $2.96M in Q4 2025.
  • 2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.