Vantage Financial Partners (Wisconsin)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Vantage Financial Partners (Wisconsin)’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 Q4	$6.38M	Buy	33,319 +509	+2%	+$96.6K	1.3%	18
2025 Q3	$6.22M	Buy	32,810 +5,055	+18%	+$942K	1.31%	17
2025 Q2	$5.04M	Buy	27,755 +25,505	+1,134%	+$4.4M	1.16%	20
2025 Q1	$390K	Buy	2,250 +431	+24%	+$76.6K	0.1%	118
2024 Q4	$319K	Sell	1,819 -11	-0.6%	-$1.99K	0.08%	129
2024 Q3	$328K	Sell	1,830 -5	-0.3%	-$854	0.08%	135
2024 Q2	$301K	Buy	1,835 +140	+8%	+$23K	0.08%	113
2024 Q1	$287K	Buy	1,695 +99	+6%	+$15.9K	0.08%	115
2023 Q4	$252K	Buy	+1,596	New	+$232K	0.07%	108

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s RSP Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.6% in Q4 2025, buying an estimated $96.6K and bringing the position to 33,319 shares worth $6.38M. The position accounts for 1.3% of the portfolio, ranked #18.

Vantage Financial Partners (Wisconsin) first reported a position in RSP in Q4 2023 and has held it in 9 quarters since. 2,134 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 33,319 shares of Invesco S&P 500 Equal Weight ETF worth $6.38M as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 509 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $96.6K.
Invesco S&P 500 Equal Weight ETF made up 1.3% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #18 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 9 quarters since.
2,134 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.