Valley Wealth Managers’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Valley Wealth Managers’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	$14.5M	Buy	75,459 +18,560	+33%	+$3.68M	0.93%	43
2025 Q4	$10.9M	Buy	56,899 +3,702	+7%	+$703K	0.7%	48
2025 Q3	$10.1M	Sell	53,197 -20,830	-28%	-$3.88M	0.67%	49
2025 Q2	$13.5M	Sell	74,027 -73,662	-50%	-$12.7M	0.97%	45
2025 Q1	$25.6M	Buy	147,689 +15,785	+12%	+$2.81M	1.94%	6
2024 Q4	$23.1M	Buy	131,904 +39,891	+43%	+$7.21M	1.73%	14
2024 Q3	$16.5M	Buy	+92,013	New	+$15.7M	1.22%	41

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Valley Wealth Managers's RSP Position: Q1 2026 in Review

Valley Wealth Managers increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 33% in Q1 2026, buying an estimated $3.68M and bringing the position to 75,459 shares worth $14.5M. The position accounts for 0.93% of the portfolio, ranked #43.

Valley Wealth Managers first reported a position in RSP in Q3 2024 and has held it in 7 quarters since. The position peaked at $25.6M in Q1 2025. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Valley Wealth Managers held 75,459 shares of Invesco S&P 500 Equal Weight ETF worth $14.5M as of Q1 2026.
Valley Wealth Managers bought 18,560 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $3.68M.
Invesco S&P 500 Equal Weight ETF made up 0.93% of Valley Wealth Managers's portfolio in Q1 2026, its #43 holding.
Valley Wealth Managers first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 7 quarters since.
Valley Wealth Managers's Invesco S&P 500 Equal Weight ETF position peaked at $25.6M in Q1 2025.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.