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

Tyler-Stone 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
2025 Q2	$344K	Sell	1,891 -127	-6%	-$21.9K	0.06%	244
2025 Q1	$350K	Buy	2,018 +3	+0.1%	+$533	0.06%	227
2024 Q4	$353K	Buy	2,015 +3	+0.1%	+$542	0.06%	233
2024 Q3	$360K	Buy	2,012 +357	+22%	+$61K	0.07%	224
2024 Q2	$272K	Buy	1,655 +1	+0.1%	+$164	0.11%	160
2024 Q1	$280K	Buy	1,654 +775	+88%	+$124K	0.12%	152
2023 Q4	$139K	Hold	879	–	–	0.07%	217
2023 Q3	$125K	Hold	879	–	–	0.07%	217
2023 Q2	$132K	Buy	+879	New	+$127K	0.07%	213
2022 Q4	$124K	Hold	879	–	–	0.08%	208
2022 Q3	$112K	Hold	879	–	–	0.09%	205
2022 Q2	$118K	Hold	879	–	–	0.08%	214
2022 Q1	$139K	Hold	879	–	–	0.08%	220
2021 Q4	$143K	Buy	+879	New	+$139K	0.08%	223

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tyler-Stone Wealth Management's RSP Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.3% in Q2 2025, selling an estimated $21.9K and leaving 1,891 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #244.

Tyler-Stone Wealth Management first reported a position in RSP in Q4 2021 and has held it in 14 quarters since. The position peaked at $360K in Q3 2024. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

Tyler-Stone Wealth Management held 1,891 shares of Invesco S&P 500 Equal Weight ETF worth $344K as of Q2 2025.
Tyler-Stone Wealth Management sold 127 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $21.9K.
Invesco S&P 500 Equal Weight ETF made up 0.06% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #244 holding.
Tyler-Stone Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $360K in Q3 2024.
1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.