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Wealth Dimensions Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wealth Dimensions Group’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 		$583K Sell
3,036
-96
-3% -$19K 0.11% 95
2025
Q4 		$600K Sell
3,132
-6
-0.2% -$1.14K 0.12% 91
2025
Q3 		$595K Buy
3,138
+4
+0.1% +$745 0.12% 95
2025
Q2 		$570K Buy
3,134
+184
+6% +$31.8K 0.13% 96
2025
Q1 		$511K Buy
2,950
+4
+0.1% +$711 0.12% 99
2024
Q4 		$516K Sell
2,946
-69
-2% -$12.5K 0.13% 88
2024
Q3 		$540K Buy
3,015
+4
+0.1% +$683 0.14% 78
2024
Q2 		$495K Buy
3,011
+3
+0.1% +$493 0.14% 82
2024
Q1 		$509K Buy
3,008
+4
+0.1% +$642 0.15% 81
2023
Q4 		$474K Sell
3,004
-4
-0.1% -$581 0.15% 77
2023
Q3 		$426K Buy
3,008
+4
+0.1% +$598 0.15% 82
2023
Q2 		$450K Buy
3,004
+4
+0.1% +$576 0.16% 83
2023
Q1 		$434K Buy
3,000
+4
+0.1% +$586 0.17% 80
2022
Q4 		$423K Sell
2,996
-99
-3% -$13.8K 0.17% 82
2022
Q3 		$394K Buy
3,095
+4
+0.1% +$564 0.19% 76
2022
Q2 		$415K Buy
3,091
+4
+0.1% +$585 0.2% 77
2022
Q1 		$487K Buy
3,087
+4
+0.1% +$624 0.23% 73
2021
Q4 		$502K Sell
3,083
-17
-0.5% -$2.69K 0.25% 72
2021
Q3 		$464K Buy
3,100
+3
+0.1% +$459 0.3% 74
2021
Q2 		$467K Buy
3,097
+2
+0.1% +$298 0.32% 70
2021
Q1 		$438K Buy
3,095
+4
+0.1% +$540 0.34% 67
2020
Q4 		$394K Buy
+3,091
New +$368K 0.34% 64

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

Wealth Dimensions Group's RSP Position: Q1 2026 in Review

Wealth Dimensions Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.1% in Q1 2026, selling an estimated $19K and leaving 3,036 shares worth $583K. The position accounts for 0.11% of the portfolio, ranked #95.

Wealth Dimensions Group first reported a position in RSP in Q4 2020 and has held it in 22 quarters since. The position peaked at $600K in Q4 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Wealth Dimensions Group held 3,036 shares of Invesco S&P 500 Equal Weight ETF worth $583K as of Q1 2026.
  • Wealth Dimensions Group sold 96 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $19K.
  • Invesco S&P 500 Equal Weight ETF made up 0.11% of Wealth Dimensions Group's portfolio in Q1 2026, its #95 holding.
  • Wealth Dimensions Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's Invesco S&P 500 Equal Weight ETF position peaked at $600K in Q4 2025.
  • 2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

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