Wealth Forward LLC
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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
Q3 		$11.9M Sell
56,977
-42,172
-43% -$9.11M 5.37% 6
2026
Q2 		$21.1M Sell
99,149
-550
-0.6% -$113K 10.51% 3
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

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealth Forward LLC's RSP Position: Q3 2026 in Review

Wealth Forward LLC reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 43% in Q3 2026, selling an estimated $9.11M and leaving 56,977 shares worth $11.9M. The position accounts for 5.37% of the portfolio, ranked #6.

Wealth Forward LLC first reported a position in RSP in Q4 2023 and has held it in 12 quarters since. The position peaked at $21.3M in Q1 2024. 880 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Wealth Forward LLC held 56,977 shares of Invesco S&P 500 Equal Weight ETF worth $11.9M as of Q3 2026.
  • Wealth Forward LLC sold 42,172 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $9.11M.
  • Invesco S&P 500 Equal Weight ETF made up 5.37% of Wealth Forward LLC's portfolio in Q3 2026, its #6 holding.
  • Wealth Forward LLC first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 12 quarters since.
  • Wealth Forward LLC's Invesco S&P 500 Equal Weight ETF position peaked at $21.3M in Q1 2024.
  • 880 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.