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Unified Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Unified Investment 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 		$313K Buy
1,632
+86
+6% +$17K 0.32% 99
2025
Q4 		$296K Hold
1,546
– – 0.3% 104
2025
Q3 		$293K Buy
1,546
+97
+7% +$18.1K 0.29% 104
2025
Q2 		$263K Buy
1,449
+1
+0.1% +$173 0.28% 104
2025
Q1 		$251K Buy
+1,448
New +$257K 0.3% 100

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 $2.26B AUM 7.02% 1-Year Est. Return

Unified Investment Management's RSP Position: Q1 2026 in Review

Unified Investment Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.6% in Q1 2026, buying an estimated $17K and bringing the position to 1,632 shares worth $313K. The position accounts for 0.32% of the portfolio, ranked #99.

Unified Investment Management first reported a position in RSP in Q1 2025 and has held it in 5 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Unified Investment Management held 1,632 shares of Invesco S&P 500 Equal Weight ETF worth $313K as of Q1 2026.
  • Unified Investment Management bought 86 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $17K.
  • Invesco S&P 500 Equal Weight ETF made up 0.32% of Unified Investment Management's portfolio in Q1 2026, its #99 holding.
  • Unified Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 5 quarters since.
  • 2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Unified Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.