WCG Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

WCG Wealth Advisors’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	$3.14M	Buy	+16,348	New	+$3.24M	0.09%	211
2024 Q4	–	Sell	-12,228	Closed	-$2.19M	–	315
2024 Q3	$2.19M	Buy	+12,228	New	+$2.09M	0.15%	150
2024 Q1	–	Sell	-44,794	Closed	-$7.07M	–	299
2023 Q4	$7.07M	Buy	44,794 +15,795	+54%	+$2.29M	0.52%	56
2023 Q3	$4.19M	Buy	+28,999	New	+$4.33M	0.31%	81

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

WCG Wealth Advisors's RSP Position: Q1 2026 in Review

WCG Wealth Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026: 16,348 shares worth $3.14M. The stake represents 0.09% of the portfolio and ranks #211 among its holdings. This is a return to the name: WCG Wealth Advisors previously reported a position in RSP as recently as Q3 2024.

WCG Wealth Advisors first reported a position in RSP in Q3 2023 and has held it in 4 quarters since. The position peaked at $7.07M in Q4 2023. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

WCG Wealth Advisors held 16,348 shares of Invesco S&P 500 Equal Weight ETF worth $3.14M as of Q1 2026.
Invesco S&P 500 Equal Weight ETF was a new WCG Wealth Advisors position in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.09% of WCG Wealth Advisors's portfolio in Q1 2026, its #211 holding.
WCG Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 4 quarters since.
WCG Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $7.07M in Q4 2023.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.