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

Wealth Quarterback’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
2025 Q2	–	Sell	-1,165	Closed	-$202K	–	141
2025 Q1	$202K	Buy	+1,165	New	+$207K	0.11%	119
2024 Q2	–	Sell	-1,365	Closed	-$231K	–	131
2024 Q1	$231K	Buy	+1,365	New	+$219K	0.13%	103
2023 Q3	–	Sell	-2,445	Closed	-$366K	–	123
2023 Q2	$366K	Sell	2,445 -2,038	-45%	-$294K	0.25%	79
2023 Q1	$648K	Buy	+4,483	New	+$656K	0.55%	42
2021 Q3	$373K	Sell	2,488 -852	-26%	-$130K	0.25%	75
2021 Q2	$504K	Buy	+3,340	New	+$497K	0.31%	66
2020 Q4	$582K	Buy	+4,565	New	+$543K	0.48%	52
2020 Q2	–	Sell	-469	Closed	-$36.9K	–	625
2020 Q1	$36.9K	Buy	469 +2	+0.4%	+$213	0.03%	268
2019 Q4	$54.1K	Buy	+467	New	+$51.9K	0.05%	227

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Quarterback's RSP Position: Q2 2025 in Review

Wealth Quarterback sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 1,165 shares — an estimated $202K sold.

Wealth Quarterback first reported a position in RSP in Q4 2019 and held it in 9 quarters. The position peaked at $648K in Q1 2023. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

Wealth Quarterback reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
Wealth Quarterback sold 1,165 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $202K.
Wealth Quarterback first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and held it in 9 quarters.
Wealth Quarterback's Invesco S&P 500 Equal Weight ETF position peaked at $648K in Q1 2023.
1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Wealth Quarterback's 13F filing for Q2 2025, filed 8 Aug 2025.