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ViaWealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

ViaWealth’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 		$4.06M Buy
21,137
+372
+2% +$73.7K 2.26% 8
2025
Q4 		$3.98M Buy
20,765
+364
+2% +$69.1K 2.24% 10
2025
Q3 		$3.87M Sell
20,401
-105
-0.5% -$19.6K 2.11% 9
2025
Q2 		$3.73M Sell
20,506
-3,902
-16% -$674K 2.2% 7
2025
Q1 		$4.23M Sell
24,408
-1,569
-6% -$279K 2.61% 7
2024
Q4 		$4.55M Buy
25,977
+1,635
+7% +$296K 2.75% 7
2024
Q3 		$4.36M Buy
24,342
+3,742
+18% +$639K 2.54% 6
2024
Q2 		$3.38M Buy
20,600
+567
+3% +$93.3K 2.1% 11
2024
Q1 		$3.39M Buy
20,033
+5,665
+39% +$910K 2.12% 6
2023
Q4 		$2.27M Buy
14,368
+7,302
+103% +$1.06M 1.56% 13
2023
Q3 		$1M Buy
+7,066
New +$1.06M 0.74% 38

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 $2.7B AUM 6.73% 1-Year Est. Return

ViaWealth's RSP Position: Q1 2026 in Review

ViaWealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.8% in Q1 2026, buying an estimated $73.7K and bringing the position to 21,137 shares worth $4.06M. The position accounts for 2.26% of the portfolio, ranked #8.

ViaWealth first reported a position in RSP in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.55M in Q4 2024. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • ViaWealth held 21,137 shares of Invesco S&P 500 Equal Weight ETF worth $4.06M as of Q1 2026.
  • ViaWealth bought 372 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $73.7K.
  • Invesco S&P 500 Equal Weight ETF made up 2.26% of ViaWealth's portfolio in Q1 2026, its #8 holding.
  • ViaWealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 11 quarters since.
  • ViaWealth's Invesco S&P 500 Equal Weight ETF position peaked at $4.55M in Q4 2024.
  • 2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.