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United Financial Planning Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

United Financial Planning 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 		– Sell
-27
Closed -$5.17K – 588
2025
Q4 		$5.17K Buy
+27
New +$5.13K ﹤0.01% 267

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
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

United Financial Planning Group's RSP Position: Q1 2026 in Review

United Financial Planning Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 27 shares — an estimated $5.17K sold.

United Financial Planning Group first reported a position in RSP in Q4 2025 and held it in 1 quarter. The position peaked at $5.17K in Q4 2025. 2,227 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • United Financial Planning Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 27 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $5.17K.
  • United Financial Planning Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Invesco S&P 500 Equal Weight ETF position peaked at $5.17K in Q4 2025.
  • 2,227 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.