Vertex Planning Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Vertex Planning Partners’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	$1.45M	Buy	7,552 +731	+11%	+$145K	0.28%	47
2025 Q4	$1.31M	Sell	6,821 -143	-2%	-$27.1K	0.3%	44
2025 Q3	$1.32M	Buy	6,964 +17	+0.2%	+$3.17K	0.25%	59
2025 Q2	$1.26M	Sell	6,947 -292	-4%	-$50.4K	0.26%	58
2025 Q1	$1.25M	Sell	7,239 -213	-3%	-$37.9K	0.27%	53
2024 Q4	$1.31M	Sell	7,452 -451	-6%	-$81.5K	0.29%	53
2024 Q3	$1.42M	Sell	7,903 -125	-2%	-$21.4K	0.34%	41
2024 Q2	$1.32M	Sell	8,028 -495	-6%	-$81.4K	0.34%	40
2024 Q1	$1.44M	Sell	8,523 -46	-0.5%	-$7.39K	0.4%	35
2023 Q4	$1.35M	Buy	8,569 +524	+7%	+$76.1K	0.4%	33
2023 Q3	$1.14M	Buy	8,045 +1,350	+20%	+$202K	0.39%	35
2023 Q2	$1M	Buy	6,695 +566	+9%	+$81.5K	0.34%	44
2023 Q1	$886K	Buy	+6,129	New	+$897K	0.33%	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

Vertex Planning Partners's RSP Position: Q1 2026 in Review

Vertex Planning Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q1 2026, buying an estimated $145K and bringing the position to 7,552 shares worth $1.45M. The position accounts for 0.28% of the portfolio, ranked #47.

Vertex Planning Partners first reported a position in RSP in Q1 2023 and has held it in 13 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Vertex Planning Partners held 7,552 shares of Invesco S&P 500 Equal Weight ETF worth $1.45M as of Q1 2026.
Vertex Planning Partners bought 731 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $145K.
Invesco S&P 500 Equal Weight ETF made up 0.28% of Vertex Planning Partners's portfolio in Q1 2026, its #47 holding.
Vertex Planning Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 13 quarters since.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.