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Wealth Forward LLC’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wealth Forward LLC’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 		$19.1M Buy
99,699
+518
+0.5% +$103K 10.8% 2
2025
Q4 		$19M Sell
99,181
-1,167
-1% -$222K 10.73% 2
2025
Q3 		$19M Sell
100,348
-14,158
-12% -$2.64M 11.05% 2
2025
Q2 		$20.8M Sell
114,506
-1,113
-1% -$192K 13.98% 1
2025
Q1 		$20M Sell
115,619
-1,314
-1% -$234K 14.25% 1
2024
Q4 		$20.5M Sell
116,933
-1,448
-1% -$262K 14.46% 1
2024
Q3 		$21.2M Sell
118,381
-7,399
-6% -$1.26M 14.87% 1
2024
Q2 		$20.7M Buy
125,780
+305
+0.2% +$50.2K 16.14% 1
2024
Q1 		$21.3M Buy
125,475
+102
+0.1% +$16.4K 16.73% 1
2023
Q4 		$19.8M Buy
+125,373
New +$18.2M 16.71% 1

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 $2.26B AUM 7.02% 1-Year Est. Return

Wealth Forward LLC's RSP Position: Q1 2026 in Review

Wealth Forward LLC increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.52% in Q1 2026, buying an estimated $103K and bringing the position to 99,699 shares worth $19.1M. The position accounts for 10.8% of the portfolio, ranked #2.

Wealth Forward LLC first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.3M in Q1 2024. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Wealth Forward LLC held 99,699 shares of Invesco S&P 500 Equal Weight ETF worth $19.1M as of Q1 2026.
  • Wealth Forward LLC bought 518 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $103K.
  • Invesco S&P 500 Equal Weight ETF made up 10.8% of Wealth Forward LLC's portfolio in Q1 2026, its #2 holding.
  • Wealth Forward LLC first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
  • Wealth Forward LLC's Invesco S&P 500 Equal Weight ETF position peaked at $21.3M in Q1 2024.
  • 2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.